Article Are ETFs More Tax-Efficient? Not at Vanguard June 9, 2021 Are ETFs More Tax-Efficient? Not at Vanguard In April, we parsed every Vanguard and Fidelity fund and exchange-traded fund (ETF) to highlight the most (and least) tax-efficient among them. This week, we look at how ETFs and funds differ in how their tax status impacts your portfolio’s bottom … Read Morekeyboard_arrow_right
Article Vanguard to Offer Private Equity Investments to Individuals May 26, 2021 Vanguard to Offer Private Equity Investments to Individuals Vanguard will begin offering private equity strategies to individual investors this summer. It will make the funds available only to qualified customers at first, but intends to include them in its hybrid robo-advisor platform, Personal Advisor Services, in the “near future,” according to … Read Morekeyboard_arrow_right
Article Your Question Answered: Investing in China—Risk or Opportunity? By Jim Lowell — May 17, 2021 This week’s reader question is about investing in China: What is your outlook on China and is this an area of opportunity for equity investors? What are the risks and how are you factoring China’s evolving regulatory and control policies (toward its companies) into your outlook? An astute question, thoughtfully worded. … Read Morekeyboard_arrow_right
Article Fidelity Takes Lending Into Its Own Hands May 12, 2021 Fidelity Takes Lending Into Its Own Hands Never one to be left behind on investing trends, Fidelity recently announced the launch of Fidelity Agency Lending, a platform that the firm’s global equity trading head says “could meaningfully improve the overall returns that we deliver to our fund shareholders.” The new platform … Read Morekeyboard_arrow_right
Article Your Question Answered: SPACs’ Surge Explained By Josh McCourt — April 19, 2021 This week’s reader question is about special-purpose acquisition companies: SPACs aren’t new, so why are they so popular now, and is this a bubble? Josh McCourt, Equity and Quantitative Research Analyst, had this to say: That’s right, SPACs (special-purpose acquisition companies) are not fresh on the investment scene—they’ve been … Read Morekeyboard_arrow_right
Guide Special Report Investing Globally August 25, 2023 After the tech bubble burst and markets bottomed on October 9, 2002, the U.S. stock market recovered over the next five years with a 121% gain. While that may sound enviable, foreign stocks doubled the U.S. market over the same stretch, generating a 237% return. Back then, it was almost heresy to … Read Morekeyboard_arrow_right
Podcast The 7 Habits of Highly Effective Investors By Rick Winters, Andrew Busa — December 30, 2020 New Year’s resolutions often turn out to be lofty promises we make to ourselves and have a hard time keeping. But break those big pledges down into smaller, repeatable habits and you are far more likely to make them part of your year-round routine. If you’ve been resolving to get your portfolio … Listen Nowkeyboard_arrow_right
Podcast Making Tactical Practical: An Introduction to Tactical Investing By Jeffrey DeMaso, Josh Jurbala — December 2, 2020 Tactical investment strategies may seem confusing or complex; there are a lot of misconceptions about how they work and how they fit into a long-term investor’s portfolio. We’re here to clear things up. Join Director of Research Jeff DeMaso and Quantitative Investments Manager Josh Jurbala for the first part of our multi-episode … Listen Nowkeyboard_arrow_right
Podcast What’s So Great About Gold? By Jeffrey DeMaso, Josh Jurbala — August 26, 2020 Even following its surge as one of the highest-flying investments of 2020, the merits of gold remain hotly contested. For every passionate goldbug, there’s someone else dissing it as a fringe fad. But with its recent popularity and sharp rise in price, are you missing out without gold? Listen to this lively … Listen Nowkeyboard_arrow_right
Podcast Investment Trends Are Fleeting: Defending Against Recency Bias By Daniel P Wiener, Jeffrey DeMaso — August 12, 2020 Amid a global pandemic, tech stocks are off to the races, interest rates are in the basement and gold is fashionable again. Are these market developments going to last? And if so, how can you take advantage? Join Chairman Dan Wiener and Director of Research Jeff DeMaso for an insightful look at … Listen Nowkeyboard_arrow_right