Results for 'esg'
How many stocks make a diversified fund?
Diversification, as we’ve said over and over again, is hugely important. But how can investors find out how well diversified a fund is? As ANDREW CAIN from Global Systematic Investors explains, more stock names doesn’t necessarily mean a higher level of diversification. Summary — No single measure fully captures how well a […]
Why you should avoid thematic funds
By NICOLAS RABENER This research note on thematic funds was originally published by the CFA Institute’s Enterprising Investor blog. Here is the link. Summary Thematic investing can be viewed as performance chasing with a narrative A systematic approach to thematic investing would have underperformed the stock market Thematic hedge fund managers have […]
Robin’s Reads, Week 08, 2020
By ROBIN POWELL TEBI’s mission Before I launch into my latest selection of suggested reads, I’d like to say a few words about the work of The Evidence-Based Investor. The good news is that financial journalism is generally better — and crucially, more consumer-focused — than it used to be. But there’s still far too […]
Robin’s Reads, Week 07, 2020
By ROBIN POWELL Investing Are you prepared for the next market downturn? (Mark Hebner) How bull markets breed complacency — and how to guard against it (Ben Carlson) 300 years on, have we learned anything from the the South Sea Bubble? (Patrick Cairns) From the 1970s to today: a timeline of ESG investing (Jess […]
Are we seeing a green bubble forming?
By JOACHIM KLEMENT As my readers know, I am a fan and proponent of ESG investing. I think this is not just a fad and instead will only become more widely accepted as time goes by. On the other hand, I have friends (mostly in the US) that are highly sceptical of ESG […]
Robin’s Reads, Week 03, 2020
Hello and welcome to the latest edition of Robin’s Reads. Please forgive me for starting, just for once, with some blatant self-promotion. This week we released the first part in a new, five-part video series called Conquer Your Fear of the Stock Market. The series has been produced for the Cheltenham-based financial planning firm […]
Does sustainable investing lead to lower returns?
There’s been a big increase in interest in sustainable investing in recent years. But what exactly do we mean by sustainable investing? And, if we invest with our conscience, can we expect to receive lower returns? Robin Powell explores these issues in this short video, with the help of Dan Lefkovitz from Morningstar. […]
Robin’s Reads, Week 01, 2020
Week 01 By ROBIN POWELL INVESTING Five new year’s resolutions for investors (Joe Wiggins) Stockpickers need to prove their worth [Paywall] (Financial Times) A deep dive into the folly of forecasting (Morgan Housel) Five lessons we can learn from “the Witch of Wall Street” (Karen Wallace) Professional investors are prone to behavioural biases […]
