Jeff DeMaso

401 posts

Quick Take

IVA QUICK TAKE | Vanguard Joins the ETF Share Class Race

The filing’s in. The trade-offs are real.

| 2 min read
Weekly Brief

Steady Numbers, Cloudy Outlook and a New ETF

Unemployment and inflation hold steady | Multi-Sector Income ETF begins trading | Another tech glitch

| 4 min read
IVA Research

Life-Cycle Funds: Simple, Not One-Size-Fits-All

FUNDS FOCUS – Life-Cycle | Investing doesn’t need to be complicated, but one size doesn’t fit all.

| 18 min read
Weekly Brief

Global Gains, Local Shifts

Diversification pays off | Trade slows| Four funds join Investor Choice | Emerging Markets ex-China ETF proposed| Multi-Sector Income gets a new benchmark | Frontier’s Bill Teichner to step away from Explorer Value

| 7 min read
IVA Research

Will Vanguard Active Funds Add ETF Shares?

MAILBAG | My take on the dual mutual fund–ETF share class structure.

| 13 min read
Monthly Recap

Why Vanguard’s One-Size-Fits-All Funds Are Finally Beating the S&P

JUNE 2025 | Foreign stocks power Vanguard’s one-size-fits-all funds. Plus, two Quick Takes, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 17 min read