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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

A tortoise wearing a gold medal on a ribbon, symbolising slow and steady success. The image highlights how passive investing, often dismissed as boring, can actually deliver stronger long-term results than active strategies.

Does the name passive investing hold better investing back?

“Passive investing” may sound like settling for average, but the evidence shows the opposite. By avoiding hype and sticking to a disciplined process, index investors tend to outperform. Yet the label itself puts people off. Charley Ellis and behavioural research reveal how one word is shaping outcomes — and why it’s time to reframe the debate.

Robin Powell

Aug 267 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.