Better Vantage by Vanguard
By The Wall Street Journal
In this eight-part series, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group Joe Davis co-hosts lively conversations that provide timely, actionable and data-driven insights that challenge conventional thinking.
7 episodes
All Episodes
Women Will Drive Wealth Management’s Future--If Advisors Adapt Now
By 2050, women will control most U.S. wealth, yet 70% of widows fire their advisor after their spouse’s death--not due to performance, but because trust was never built. The real moat in wealth management isn’t portfolios--it’s emotional connection and inclusive planning started years before crisis.
View Episode Notes →
International Bonds Offer Strategic Diversification Beyond Equities
Unlock strategic portfolio advantage with international bonds. Discover how currency exposure, not a risk, offers diversification and yield beyond US dollar dependence.
View Episode Notes →
Shifting From Passive Indexing To Active Market Integration
Passive index strategies are becoming less effective as AI shifts economic value away from the largest tech companies. To capture real growth, investors need to incorporate insights from private markets and extend their evaluation horizons to five years.
View Episode Notes →
Prioritizing Private Markets and Intrinsic Value for Wealth
Public markets are shrinking as capital moves into private ecosystems. You can gain a competitive advantage by moving away from gamified trading and learning the patience required to hold illiquid assets that the broader market ignores.
View Episode Notes →
Dynamic Asset Allocation: Adapting Portfolios Beyond Static 60/40
The traditional 60/40 portfolio falters when stocks and bonds fall together. Adapt with dynamic asset allocation and systematic, evidence-based models to navigate changing markets and manage risk effectively.
View Episode Notes →
Private Equity: Accessing Broad Markets Requires Due Diligence
Unlock 95% of market opportunity with private equity, but master manager selection and illiquidity to avoid substantial losses and achieve significant outperformance.
View Episode Notes →
Behavioral Economics Mitigates Investor Suboptimal Choices Through Choice Architecture
Unlock trillions in retirement wealth by designing systems that automate savings and investment, making the optimal financial choice effortless and overcoming predictable human biases.
View Episode Notes →