Jeff DeMaso

482 posts

IVA Research

How Clear Is Vanguard’s Crystal Ball?

Vanguard’s annual economic and market outlook has just been published and will no doubt garner some interest in part because it runs to almost 60 pages—long enough to suggest that it must be right. But quantity doesn’t always equal quality or accuracy!  So, if you’re going

| 5 min read
Quick Take

Climate Confusion

In yesterday’s Weekly Brief, I told you that pressure from state attorneys general over Vanguard’s involvement in groups like Net Zero Asset Managers (NZAM) might put their ability to run their index funds at risk. Well, Vanguard caved to the political pressure. On Wednesday they exited the emission-reduction

| 2 min read
Weekly Brief

No One Wins All the Time, But Some Still Win Over Time

Disagreeing with S&P's Persistence Scorecard | Vanguard, utility stocks and FERC | Are regional ESG ETFs on the way?

| 5 min read
IVA Research

When Size Is the Enemy

FUNDS FOCUS — AGGRESSIVE GROWTH FUNDS

| 17 min read
Monthly Recap

What’s In a Pivot?

DECEMBER 2022 | Has the Fed pivoted? How about the stock market? Can Vanguard pivot and provide better service? Plus, an article roundup and the IVA Factor Tracker.

| 7 min read
Weekly Brief

Ham-Handed Technology Woes

Supply chains on the mend | Vanguard at the bottom of J.D. Power survey | Vanguard sued over Target Retirement funds | U.S. Liquidity Factor ETF is liquidated

| 5 min read