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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...
Louis Bachelier, the mathematician every investor should know about
If you asked educated people to name a mathematician whose work has had a major impact, they might say Isaac Newton or Alan Turing, or perhaps the “Prince of Mathematicians”, Carl Friedrich Gauss. The chances are, no would say Louis Bachelier....
Very few active funds outperform in the long run
Many investors who choose active funds do so with the intention of “beating the market”. In this video, TIM EDWARDS of S&P Dow Jones Indices takes a look at the data and debunks some of the misconceptions surrounding active management’s capacity...
Do big bets by active managers pay off for their investors?
We often hear about the benefits of using a high-conviction fund manager. But, as ROBIN POWELL explains in his latest article for Timeline, Morningstar has been looking into the extent that investors benefit from the big bets that active managers make,...
Commission-free trading and lottery stocks
On October 1, 2019, Charles Schwab announced commission-free trading in stocks, ETFs and options trades. Other online broker rivals followed suit shortly afterward. Did the introduction of commission-free trading affect investor behaviour? William Johnson, Surendranath Rakesh Jory, Tanakorn Likitapiwat and Thanh...
“Look what you could have won!”
Robin writes: Every week, without fail, the weekend papers suggest different funds to invest in, and the case for doing so always seems so compelling. This piece in the Mail on Sunday on Stephen Yiu’s Blue Whale Growth fund is a...
What should you do in a bear market?
In the event of a bear market, it can be hard for investors to figure out how they should act. However, the principles behind successful investing are actually very simple; and this is still true even during market downturns. In this...
