Vanguard

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

3 min read

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Advisor Upside

VOO Becomes First ETF to Top $700 Billion in Assets

The development illustrates Vanguard’s ongoing dominance in ETFs as well as client demand for low-cost, passive strategies.

1 min read
Photo by Andrea Natali via Unsplash

ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
Photo via Thomas Fuller/ZUMAPRESS/Newscom

Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read

Advisor Upside

Playing the Benchmarking Game With Allan Roth

Photo illustration by Connor Lin / The Daily Upside

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read

Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read
Photo via Budrul Chukrut/ZUMAPRESS/Newscom

ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

The firm has launched nine total fixed-income ETFs this year.

2 min read
Photo via Rafael Henrique/SOPA Images/Si/Newscom

ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read

ETF Upside

Vanguard Files for ETF Share Class Approval

Photo via Connor Lin / The Daily Upside

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read

Advisor Upside

Vanguard’s Latest 10-Year Forecast Pits Global Debt vs. AI

Photo by Adolfo Félix via Unsplash

The research found the traditional view of 2% annual growth in GDP isn’t likely to pan out.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.