Topic

Monthly Recap

A collection of 35 posts

Monthly Recap

IVA MONTHLY RECAP | Calm Markets, Stormy Politics

SEPTEMBER 2025 | A quiet stretch for stocks and bonds, a noisy one in Washington. Also, Vanguard was fined—again. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 12 min read
Monthly Recap

Growth Slows. Stocks Don’t.

AUGUST 2025 | Stocks hit record highs despite tariff deals and deadlines. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 9 min read
Monthly Recap

Stocks Erase Tariff Slump

JULY 2025 | Stocks recover from a near-bear market. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 11 min read
Monthly Recap

Why Vanguard’s One-Size-Fits-All Funds Are Finally Beating the S&P

JUNE 2025 | Foreign stocks power Vanguard’s one-size-fits-all funds. Plus, two Quick Takes, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 17 min read
Monthly Recap

Tariffs, Tumult … and a Flat Market

May 2025 | Taking stock of the markets and economy, one month after the tariff tsunami crashes. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 10 min read
Monthly Recap

From Boom to Correction

APRIL 2025 | Stocks are in a correction, but diversified portfolios are holding up. Plus, IVA Portfolio Notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 8 min read