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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
The legacy share class scandal
By ROBIN POWELL I had a nasty surprise the other day. I finally got round to reviewing our home entertainment package. It turns out we were stuck in a “legacy contract” which we first took out nine years ago. As a...
Is Vanguard blotting its copybook?
By ROBIN POWELL I’m told Apple is the most loved brand for people in my age category, closely followed by Amazon and Netflix. But for a brand that’s practically perfect in every way, how can you look past Vanguard? It ticks...
Market timers are fooling themselves
Robin writes: If global stock markets have taught us anything this year, surely it’s that successfully timing the market is impossible. And I don’t use that word lightly. Of course, there will always be people who get it right once. But consistently...
Leave alpha to the daredevils
Robin writes: The American columnist Marilyn vos Savant once wrote: “Skill is successfully walking a tightrope over Niagara Falls. Intelligence is not trying.” It’s a truth that every investor should take to heart. Of course, if you’re a professional tightrope walker —...
Stop admiring your successful trades
Robin writes: I used to work for a FTSE 100-listed broadcaster which offered its staff the chance to invest, at a discount, in its shares. Every day, and all day, there was a a monitor in the newsroom showing the teletext page...
Three truths about ESG investing
By BEN JONSON The author is Morningstar’s global director of ETF research Environmental, social, and governance investing can be a divisive topic. It is charged with ideological undertones that can split a room in two. Regardless of which corner investors find...
