On demand 9:30AM GMT

Vanguard’s multi-asset outlook 2024

Thursday, 25 January, 2024
On demand 9:30AM GMT

Vanguard’s multi-asset outlook 2024

Thursday, 25 January, 2024

Vanguard’s multi-asset outlook: Position clients for long-term financial success

In the Vanguard economic and market outlook for 2024, our top economists explained why their outlook for balanced portfolios (typically 60% shares/40% bonds) over the next ten years has improved.

In place of our regular quarterly update series, join us on Thursday 25 January, online, for a deeper dive on what this means for our multi-asset solutions – in particular our LifeStrategy funds and model portfolio solutions range as well as our active SustainableLife funds, where we’ll hear direct from portfolio manager’s Nataliya Kofman and Loren Moran. We’ll do a look back and a look forward on performance drivers throughout 2023, and what investors can expect in 2024 and beyond.

We’ll also introduce Vanguard 365, a new CPD-accredited education and support platform, designed to help advisers maximise value to investors.

Presenters

Loren Moran  + ' ' + Partner, Fixed Income Portfolio Manager, Wellington Management
Loren Moran

Partner, Fixed Income Portfolio Manager, Wellington Management

Nataliya Kofman + ' ' + Partner, Equity Portfolio Manager, Wellington Management
Nataliya Kofman

Partner, Equity Portfolio Manager, Wellington Management

Sarah Gibb-Cohen  + ' ' + Senior Manager, Portfolio, Analytics and Consulting, Vanguard Europe
Sarah Gibb-Cohen

Senior Manager, Portfolio, Analytics and Consulting, Vanguard Europe

Andreas Zingg + ' ' + Head of Multi-Asset Solutions, Vanguard Europe
Andreas Zingg

Head of Multi-Asset Solutions, Vanguard Europe

Mohneet Dhir + ' ' + Multi-Asset Product Manager, Vanguard Europe
Mohneet Dhir

Multi-Asset Product Manager, Vanguard Europe

Moderators

Nick Davis + ' ' + Multi-Asset Distribution Lead, Vanguard UK
Nick Davis

Multi-Asset Distribution Lead, Vanguard UK

Andrew Surrey  + ' ' + Active Distribution Lead, Vanguard UK
Andrew Surrey

Active Distribution Lead, Vanguard UK

Investment risk information

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Some funds invest in emerging markets which can be more volatile than more established markets. As a result the value of your investment may rise or fall.

Investments in smaller companies may be more volatile than investments in well-established blue chip companies.

The Vanguard LifeStrategy® Funds may invest in Exchange Traded Fund (ETF) shares.

ETF shares can be bought or sold only through a broker. Investing in ETFs entails stockbroker commission and a bid- offer spread which should be considered fully before investing.

Funds investing in fixed interest securities carry the risk of default on repayment and erosion of the capital value of your investment and the level of income may fluctuate. Movements in interest rates are likely to affect the capital value of fixed interest securities. Corporate bonds may provide higher yields but as such may carry greater credit risk increasing the risk of default on repayment and erosion of the capital value of your investment. The level of income may fluctuate and movements in interest rates are likely to affect the capital value of bonds.

The Funds may use derivatives in order to reduce risk or cost and/or generate extra income or growth. The use of derivatives could increase or reduce exposure to underlying assets and result in greater fluctuations of the Fund's net asset value. A derivative is a financial contract whose value is based on the value of a financial asset (such as a share, bond, or currency) or a market index.

Some funds invest in securities which are denominated in different currencies. Movements in currency exchange rates can affect the return of investments.

For further information on risks please see the “Risk Factors” section of the prospectus.

Important information

This is directed at professional investors and should not be distributed to, or relied upon by retail investors.

For further information on the fund's investment policies and risks, please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions. The KIID for this fund is available, alongside the prospectus.

This is designed for use by, and is directed only at persons resident in the UK.

The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information is general in nature and does not constitute legal, tax, or investment advice. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of shares and /or units of, and the receipt of distribution from any investment.

The Authorised Corporate Director for Vanguard LifeStrategy Funds ICVC is Vanguard Investments UK, Limited. Vanguard Asset Management, Limited is a distributor of Vanguard LifeStrategy Funds ICVC.

The Authorised Corporate Director for Vanguard Investments Funds ICVC is Vanguard Investments UK, Limited.  Vanguard Asset Management, Limited is a distributor of Vanguard Investments Funds ICVC.

For investors in UK domiciled funds, view our summary of investor rights.

Issued by Vanguard Asset Management Limited, which is authorised and regulated in the UK by the Financial Conduct Authority.

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