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IVA Research

A collection of 168 posts

IVA Research

The Risk That Hasn’t Paid: Currencies and Foreign Stock Funds

Over 35 years, taking on currency risk in foreign stock funds hasn’t paid. So why are most still unhedged?

| 13 min read
IVA Research

Hedge the Noise: Currency Risk and Bond Funds

If you want your foreign bond fund to act like a bond fund, hedge the currency risk.

| 6 min read
IVA Research

Meet Your Peers

The investors behind those trillions: How the average Vanguard investor stacks up.

| 7 min read
IVA Research

Vanguard’s Sector Showdown: Active Loses Favor

Why I prefer Vanguard’s sector index funds over the actively managed, Wellington-run sector funds.

| 8 min read
IVA Research

Can You Predict Sector Winners?

Timing sectors sounds smart—until you try it.

| 8 min read
IVA Research

Should You Buy and Hold a Sector Fund?

FUNDS FOCUS — SECTOR INDEX FUNDS (& ETFs) | A long-term investor’s look at tech, staples, health care and how the sector funds stack up over time.

| 18 min read