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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...
Charley Ellis: six nuggets of investment wisdom
Charley Ellis has been a voice of common sense in the world of investing for more than 50 years. His book, Winning the Loser’s Game, which explains why low-cost, buy-and-hold indexing is the rational choice for all investors, has become a...
S&P and MSCI US indices: why the difference in performance?
By SHERIFA ISSIFU 2022 was the worst year for U.S. equity indices since 2008’s Global Financial Crisis, with the S&P 500 entering a bear market and declining 18% in 2022. Despite the market blues, there were some relative winners: the S&P DJI U.S. Core...
11 things the SVB collapse tells us about investor behaviour
By Joe Wiggins Before you stop reading, I promise this is not another explainer about the SVB collapse. While (too) much ink has been spilled detailing the failure of SVB; it is often useful to take a step back from...
Keeping calm amid the banking crisis
It’s been another volatile week on the global stock markets as investors grapple with the banking crisis in the United States. But selling equities after prices have fallen is usually a bad move. As this article from Dimensional Fund Advisors explains,...
Three financial issues for women to consider in a divorce
Divorce is always a stressful experience, but it’s important for women in particular not to underestimate some crucial financial considerations. There is a well-worn social myth that, financially at least, divorce from a heterosexual marriage tends to favour women. The...
Putting the improved performance of US active managers in perspective
Relatively speaking, 2022 was a reasonably good year for U.S. active managers. Or was it? As Dr TIM EDWARDS from S&P Dow Jones Indices explains, about half of all actively managed large-cap U.S. equity funds still failed to beat the index....
