Jeff DeMaso

313 posts

Weekly Brief

End of an Indexing Era

Bonds in a funk | 500 Index manager retiring

| 6 min read
IVA Research

Investing in Sectors Passively or Not

FUNDS FOCUS — ACTIVE SECTOR FUNDS | Can the Wellington-run sector funds outperform their index competitors?

| 8 min read
Weekly Brief

Better Than Expected

GDP grew by 0.6% in Q2 | Earnings are flat | The Dow (plus dividends) hit a record | Fitch downgrades the U.S. | Cash Deposit and Cash Plus Account yield update | Vanguard delays manager change | Hong steps away from High-Yield Corporate

| 5 min read
IVA Research

Searching the Sectors

FUNDS FOCUS — SECTOR INDEX FUNDS and ETFs | Whether you’re a trader or an investor, Vanguard’s sector index funds can be useful tools. But the potential rewards often blind investors to the risks.

| 22 min read
Monthly Recap

A Pendulum in Mid Swing

AUGUST 2023 | Stock and bond prices are rising. Recession fears are fading into the distance. And investors are feeling bullish … Is this as good as it gets? Plus, an article roundup and the IVA Factor Tracker.

| 7 min read
Quick Take

High-Yield Handoff

After 15 years, Wellington's Michael Hong steps away from High-Yield Corporate.

| 2 min read