Investing trends: What 2,000 portfolios revealed
Автор: Vanguard for Advisors
Загружено: 2026-02-23
Просмотров: 735
Описание:
Get a clear look at the investing trends that shaped advisor portfolios in 2025. In this conversation, Vanguard’s Ryan Geik and Adam Herdel break down what shifted across equities, fixed income, and active vs. passive allocations. You’ll get clear, practical takeaways you can use to benchmark your own portfolio decisions and better support your clients.
Dig into the full year-end report here: https://vgi.vg/4aNI4Su
00:00 – How we identified 2025’s investing trends
00:39 – What these trends mean for your practice
01:09 – The real active vs. passive story of 2025
02:44 – The biggest fixed income allocation shifts
03:48 – Duration drops, high-yield jumps, and sector tilts
06:18 – How advisors combined active and passive
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#investingtrends #advisorinsights #portfolioconstruction
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