top of page
BLOG
News, views and analysis
The Evidence-Based Investor a proud partner with
FEATURED POST
Who really benefits when private equity buys your financial adviser?
Financial advice consolidation in the UK has put private equity in control of hundreds of firms. Here's what vertical integration and hidden conflicts mean for your money.
Robin Powell
Search
What history tells us about expected stock returns after a bull run
New research analysing 153 years of US market data reveals why expected stock returns over the next decade are likely to disappoint. The three forces driving returns — dividends, earnings growth, and P/E changes — rarely pull together when valuations are stretched. With the Shiller CAPE at 40 for only the second time in history, the maths suggests caution. Here's what disciplined investors should do.
Robin Powell
Jan 38 min read
The financial bubble delusion: why crash fears cost investors more than crashes themselves
Most investors vastly overestimate financial bubble frequency, but Yale research spanning three centuries reveals they occur in under 0.5% of market periods. Here's why crash fears damage wealth more than crashes themselves and what history teaches about staying invested during market booms.
Robin Powell
Sep 16, 202510 min read
Equity duration: why stock-picking got harder after 1945
A new study shows how equity duration reshaped markets after 1945, making stock-picking harder and strengthening the case for evidence-based investing.
Robin Powell
Sep 14, 20256 min read
SUBSCRIBE
Simply provide your email address to receive our regular update.
bottom of page