Jeff DeMaso

416 posts

Weekly Brief

When Headlines Mislead and Managers Move

Calm in the face of conflict | More on dual mutual fund–ETF share classes | Lazard fired from International Value | Jennison’s McCarragher plans her retirement

| 5 min read
IVA Research

Geopolitics and Your Portfolio: Lessons from 125 Years of Conflict

War shakes markets, but disciplined investors endure—and prosper.

| 5 min read
Quick Take

Lazard Out, Altrinsic In — Will It Move the Needle at International Value?

Vanguard fires Lazard from International Value.

| 2 min read
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