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Private equity returns are broken: the case of David Lloyd

Private equity returns have collapsed as the $3.2 trillion exit crisis deepens. Why David Lloyd's sale to itself reveals an industry model that's fundamentally broken.

Robin Powell

Jonathan Clements, the former Wall Street Journalist and author, who has dies of cancer at the age of 62

Jonathan Clements’ legacy: wisdom, generosity, and the Getting Going on Savings Initiative

Jonathan Clements, who died this week, was one of the most influential personal finance journalists of his generation. Through his columns, books, HumbleDollar, and his final act of generosity — the Getting Going on Savings Initiative — he leaves investors a lasting legacy of wisdom and generosity.

Robin Powell

Sep 245 min read

Systematic investment strategies evolution from passive to advised investing shown as three connected spheres

Beyond passive: systematic strategies to minimise index investing costs

Moving beyond traditional passive investing requires systematic strategies to minimise hidden costs that can erode returns by hundreds of basis points. This guide examines advanced fund selection, strategic trading, and tax-efficient approaches. We explore how Timeline Portfolios demonstrates that systematic strategies justify advisory fees through superior execution, whether pursuing DIY factor investing or accessing providers like DFA.

TEBI

Jul 168 min read

The hidden costs of passive investing: how significant are they?

The hidden costs of passive investing can add hundreds of basis points annually beyond headline fees. New research reveals how index funds face invisible expenses from rebalancing friction, tracking errors, and market impact that never appear on fund fact sheets. UK investors may pay far more than the advertised 0.1% management charge.