Capital cycles: Avoiding hype, finding value

Are capital cycles the key to finding value when markets get noisy? Dig deeper with Vanguard’s Hugh Watters and Wellington Management’s Keith White as they break down how capital cycle investing shapes portfolio strategy across global markets, including energy, real assets, and inflation. See how this disciplined approach can support diversification, inform asset allocation, and uncover overlooked opportunities. 00:00 – What are capital cycles? 01:22 – Navigating geopolitics & market uncertainty 02:51 – Gold, silver, & inflation hedges 04:36 – What’s driving precious metals markets? 05:29 – Where are the opportunities in global markets? 07:48 – The role of capital cycles in portfolio strategy ____________________________________________________________ As a financial advisor, you strive to connect with clients in moments that matter with the goal of giving them the best chance for investment success. Vanguard for Advisors provides a wealth of resources to help you achieve those goals. Here you’ll find guidance on what to focus on next, along with expert insights and strategies on the topics shaping today’s advice industry and the broader financial landscape. Subscribe today: https://vgi.vg/4hKcfwf For financial advisors, from Vanguard • Connect with us on LinkedIn: https://vgi.vg/414ECOJ • Subscribe for market, fund, and practice resources: https://vgi.vg/418ErSt • Find upcoming or past events: https://vgi.vg/4gL6z3W • Get behavioral coaching resources: https://vgi.vg/4hCAT1T • See our fixed income advantage: https://vgi.vg/4b7wa5I ____________________________________________________________ #capitalcycles #globalmarkets #portfoliostrategy