Jeff DeMaso
588 posts
Should You Stick with Dividend Growth? Peter Fisher Makes the Case
INTERVIEW — My exclusive conversation with Wellington’s Peter Fisher, portfolio manager on Dividend Growth
Vanguard’s Emerging Markets ex-China ETF Is Finally Here
The fund giant expands its ETF lineup while sharpening its competitive edge.
Shutdown Politics, Private Assets and Crypto Rumors
A government shutdown | Vanguard makes the case for private assets and considers allowing crypto ETFs on the platform | Morningstar acquires CRSP | Money market portfolio manager John Lanius retires
Shut Downs, Shake Ups and Staying Invested
OCTOBER 2025 | Spending time in the market paid off in the third quarter. Plus, my thoughts on a government shutdown, private assets, bitcoin and Morningstar buying CRSP. And, as always, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Lunch Time in the Board Room: 2025
Are Vanguard’s Board of Trustees eating their own cooking—investing alongside the shareholders they represent?
Small Stocks Reclaim 2021 Highs. Cash Pays a Little Less.
Small stocks reach new highs | Cash yields slip … as predicted