The Defensive Shift: This Week’s Top 10 ETF Inflows

Published on July 27, 2026

The ETF market saw a push in capital away from the concentrated U.S. tech sector to defensive broad market exposure, short duration bonds, and commodities. The shift in flows is amplified by the semiconductor market pullback, interest rate uncertainty, and ongoing geopolitical tensions in the Middle East.

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Why Now Emerging Markets

July 27, 2026
Emerging markets are quietly having their best decade in a generation, and most global investors still don’t own enough. The case for investing in emerging markets today is not the tired characterisation of a high growth, low valuation opportunity.

AI, Oil, and a Changing Global Economy

July 27, 2026
In this midyear global outlook summary, the authors revisit Vanguard’s economic and market outlooks and assess how our views have evolved since the start of the year.