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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 impact of recency bias on equity markets
By LARRY SWEDROE The basic hypothesis of behavioural finance is that, due to behavioural biases, markets make persistent mistakes in pricing securities. An example of a persistent mistake is that the market under-reacts to news — both good and bad...
Has size contributed to value’s recent revival?
Both value stocks and smaller companies have outperformed so far this year. But since value-oriented companies are typically smaller than their growth counterparts, is the recent resurgence of the value premium simply a consequence of its smaller size exposure? HAMISH PRESTON from...
Louise Cooper: five things investors need to know
Louise Cooper: Five things investors need to know 1. COST IS VERY IMPORTANT LOUISE COOPER is a straight-talking journalist, based in London, who specialises in business, personal finance, the financial markets and investing. She has been a presenter...
Ken French on the danger of false positives
Coronavirus has taught us about the danger of false positives and false negatives — wrongly assuming that we either have, or don’t have, the virus on the basis of insufficient or misleading information. Finance professor KEN FRENCH says the same problem...
New start? Speak to a financial planner
Let’s face it, we’ve all had plenty of time to assess our lives over the last 15 months and to work out what it is about them that we want to change. Now, as the world gradually recovers recovers from the coronavirus...
The 60/40 portfolio ain’t broke
If it ain’t broke, the old adage goes, don’t fix it. And for MARK NORTHWAY, that certainly applies to the classic 60/40 portfolio. With near-zero yields, the logic for holding fixed income is coming under increasing scrutiny. But, says Northway, giving...
