Looking to buy assets at a discount? Consider closed-end funds

Historically, fourth quarter tax loss selling of closed-end funds (“CEFs”) has been prevalent in the market. CEFs may be more susceptible to tax loss selling given they...

Hunting for the elusive “neutral” rate

The “neutral” rate of interest is an elusive yet important metric in monetary policy decision-making. It represents the level of interest rate at which monetary policy neither...

Growth and Value aren’t enough

With hundreds of billions invested in Value and Growth strategies, the popularity of these investment tilts is undeniable.  And for good reason!  Value and Growth strategies tend...

Why it’s now easy being green in the bond world

I’ve written before about recent developments in fixed income sustainable investing, such as the increasing availability of ESG-focused bond indexes. Today I want to talk about a lesser...

Why the energy stock selloff may be overdone

While much ink has been spilled this year on the rout in emerging markets, and, more recently, the fall from grace of technology stocks, natural resource shares...

How a first-of-its-kind credit ETF became a bond market stalwart

Two decades ago few options were available to retail investors looking to assemble baskets of corporate bonds. One option was to call a broker, who in turn...

Factor cyclicality: Buckle up; it could be quite a ride!

The performance variability of U.S. equity factor-driven funds can be a roller-coaster ride for investors.

In a shifting advice landscape, put your clients first

The automation of advice is disrupting traditional advice models, learn how advisors can better succeed in a changing advice landscape.

Still a long and bumpy road to travel on the way to a U.S.-China...

Vanguard’s Qian Wang says the chance of a trade war between China and the U.S. has increased but there is still hope for a deal

Find your niche and become a specialized market leader

Vanguard RIA Head Michael Lovett explains how focusing on a specific type of client can set you apart from your competition.

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