Jeff DeMaso

313 posts

Weekly Brief

The End of the Bear Market?

Stocks near a new high while bond yields fall from recent peaks | Vanguard launches Core Bond ETF and Core-Plus Bond ETF | Vanguard expands its proxy voting pilot program | Customers give Vanguard’s digital experience one star | Vanguard sells its OCIO business

| 6 min read
IVA Research

When Hot Turns Cold

Has the Hot Hands strategy run out of gas?

| 11 min read
Quick Take

More Proxy Flights Cleared for Takeoff

Vanguard expands its proxy voting pilot program.

| 1 min read
Monthly Recap

Reaching an Extreme

DECEMBER 2023 | Growth stocks are beating value. A few dozen Vanguard accounts were hacked. Plus, an article roundup and the IVA Factor Tracker.

| 6 min read
Weekly Brief

Style Whiplash

Growth beat value | Target Retirement lawsuit moves forward | Vanguard’s lousy timing on private equity

| 5 min read
IVA Research

Restarting the Cycle

A reboot has served Global Capital Cycles well, but that doesn’t make it a winner.

| 6 min read