Jeff DeMaso

454 posts

Weekly Brief

Lower Cash Yields Ahead and Vanguard’s ETF Shuffle

Fed cuts lead to lower cash yields | One ETF launched, another delayed and a third in the works

| 5 min read
Quick Take

Vanguard Finally Launches a Junk Bond ETF

A long-overdue launch collides with a junk bond market priced for perfection.

| 2 min read
IVA Research

Global Capital Cycles: A Better Fund, But Still No Gem

A reboot turned Vanguard’s worst performer into a credible global stock fund. But beneath the polish, it’s still tethered to metals and mining.

| 7 min read
Quick Take

Total Bond Gets a “Plus”

Due out in December, Core-Plus Bond Index ETF promises more complete coverage, but don’t expect it to dethrone Total Bond Market ETF.

| 2 min read
Quick Take

From Closet Indexer to Active Aggressor?

After decades of musical chairs, Vanguard bets on a single manager—Tremblant Capital—to give MidCap Growth a new identity.

| 2 min read
Weekly Brief

Hot Markets, Cool Hiring—and Vanguard’s Split

Hot markets, cool hiring | Vanguard’s VCM–VPM split coming in Q1-2026 | Vanguard’s new Chief Legal Officer | Email glitch

| 5 min read