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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...
What’s the worst that could happen?
Anyone who invests in equities has to be prepared for significant short-term losses. As Jack Bogle once put it, ”if you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” The market falls we saw...
Let’s use plain language
One of the biggest obstacles to better investment outcomes is that financial professionals are not very good at speaking in plain language. As a regular attendee at presentations by alternative investment firms, PRESTON McSWAIN comes across examples all the time. “Son,...
You don’t need to know the future to invest successfully
By PATRICK CAIRNS The big question over the last few weeks has been what the recovery from the Covid-19 crisis will look like. Many letters of the alphabet have been put forward: will it be V-shaped, U-shaped, W-shaped or L-shaped? Every...
Is it really stocks for the long run?
By LARRY SWEDROE As the chief research officer for Buckingham Strategic Wealth, I’ve received a series of calls about the May 1, 2020, New York Times article Bonds Beat Stocks Over the Last 20 Years by Jeff Sommer. With that in...
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...
Five ways women can boost their pay
By LESLEY GREGORY Yes, the gender pay gap is finally narrowing, but progress is slow. According to the UK’s Office for National Statistics, the pay gap between men and women was 17.3% in 2019, down half a percentage point from a...
