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Indexing has saved investors $403 BILLION since 1996

    Asset management, as Robin Powell, recently wrote, is the scary bill you never see. It’s huge, and if investors were actually presented, every month, with a pounds-and-pence or dollars-and-cents figure for how much they’re paying, most would be horrified. The good news is, of course, that there is a very much cheaper...

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Light green or dark green? Most of us are in between

    The fund industry increasingly talks in terms of light green and dark green when discussing ESG. Specifically, a dark green fund has sustainable investment as its sole objective; a light green merely promotes environmental or social characteristics. But what if we...

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Study sheds light on cognitive dissonance in active management

    What do active fund managers really think of active management? And do they invest their own money in actively managed funds? The answers found in new research based on interviews with fund managers in London and the US may surprise you....

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Beware: even cash and bonds can land you in a fix

    Now that interest rates have risen, fixed-rate bonds and bank deposits are looking attractive again. But investors shouldn’t underestimate the potential impact of reinvestment risk further down the line.   Retails bonds and bank deposits are often seen as low risk...

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Which country has the best returns in 2023 is irrelevant

    January is the month when the fund industry and the financial media like to indulge in new year predictions. Which asset classes or sectors of the economy are going to deliver the best returns in 2023? Nobody knows, of course, but...

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Six reasons why the Japanese outlive us

  By ROBIN POWELL   The world’s world’s oldest person, a French nun named Lucile Randon, has died at the age of  118 at her nursing home in Toulon. Only a few decades ago, living as long as that would have been virtually...

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$1 trillion and counting — Jack Bogle’s legacy to investors

    Jack Bogle, one of the most influential figures in the global investment industry, died four years ago this week. He was the founder and chief executive of The Vanguard Group and is credited with creating the index fund. To mark the...

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