Jeff DeMaso

327 posts

Quick Take

Vanguard’s Expanding Muni Lineup

My take on Vanguard’s plans to launch its first two actively managed municipal bond ETFs—Short Duration Tax-Exempt Bond ETF and Core Tax-Exempt Bond ETF.

| 2 min read
Weekly Brief

Is the Summer Slump Over?

Markets rebound | IVA On Air | Inflation check in | Oaktree fired | Vanguard changes its 529 Plan

| 9 min read
IVA Research

Overlooked Growth Potential

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth in an overlooked part of the market.

| 23 min read
Quick Take

Vanguard Reduces Head Count at Emerging Markets Select Stock

Vanguard fired Oaktree from Emerging Markets Select Stock—ending their nearly 30-year-long relationship.

| 2 min read
Weekly Brief

Does It Load?

Putting market action into context | Vanguard’s website goes down | Sahm Rule indicates a recession | Ramji eyes private markets | Bonus IVA Portfolio commentary

| 10 min read
IVA Research

David, Goliath or …?

While large and small stocks get all the attention, mid-sized stocks have outperformed over the past 45 years.

| 10 min read