Jeff DeMaso

546 posts

Quick Take

IVA QUICK TAKE | Vanguard’s Junk Bond Index ETF Finally Arrives

The fund giant rounds out its high-yield lineup—filling a long-standing gap—with a plain-vanilla index ETF.

| 2 min read
Weekly Brief

WEEKLY BRIEF | Beyond the Usual Suspects

The market's quiet breadth story | PRIMECAP's comeback | Vanguard's third junk bond fund is nearly here

| 4 min read
IVA Research

Why I've Become More Open to Index Funds

MAILBAG | Have I abandoned active management in favor of index funds? The short answer is no, but my thinking has evolved. Here's where I stand.

| 8 min read
Monthly Recap

IVA MONTHLY RECAP | The Ride Is Part of the Deal

JUNE 2026 | Technology stocks are surging—and the semiconductor rally is going global. But big winners come with big retreats. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 11 min read
Weekly Brief

Earnings Do the Talking

Earnings keep beating | Vanguard's missing maturity data | A personal note

| 4 min read
IVA Research

Mid-Caps, Mixed Results

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?

| 16 min read