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The case for factor investing in emerging markets
Most investors either ignore emerging markets or hand their money to active managers who underperform. Academic research points to a better approach: factor investing in emerging markets, targeting the company characteristics that have persistently driven higher returns.

Robin Powell
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Nobody warns you before a bubble bursts
New research from Harvard Business School reveals that during every stock market bubble, the experts aren't sceptics being drowned out — they're true believers. Analyst forecasts soar, short sellers vanish, and the media barely whispers the word 'bubble'. Worse, the degree of optimism actually predicts crash probability. If nobody warns you before a bubble bursts, what can you do? Build a portfolio that doesn't depend on the alarm working at all.

Robin Powell
Mar 187 min read


Investing at market highs: three paths to overcoming paralysis
Investing at market highs often triggers fear and hesitation. Yet a century of market data shows that record peaks are a normal feature of long-term growth. This article explores three clear, evidence-based ways to approach investing at market highs without falling into paralysis.

Robin Powell
Oct 22, 202517 min read


Can you spot a market bubble before it bursts?
Decades of research show that reliably spotting market bubbles before they burst is nigh on impossible. Despite warnings from experts, academic studies confirm market timing strategies consistently fail for most investors. Attempting to time markets leads to missed gains , higher transaction costs , and emotional stress. Instead, focus on diversification , controlling costs , and planning for volatility. The best defence against bubbles is preparation, not prediction.

TEBI
Jun 24, 20257 min read


Did government bonds do their job in the tariff turmoil?
A debate has raged in recent years about the wisdom or otherwise of investing in government bonds. I’ve advocated their inclusion in...

Robin Powell
Apr 8, 20254 min read


Overpaying to invest is a huge mistake
Overpaying rarely makes sense, whether it's for groceries or financial services. In investing, paying too much can quietly erode your...

Robin Powell
Mar 10, 20254 min read


Doing this will give you an edge over most investors
If you're looking for an edge as an investor, you're not alone. Many people spend their time chasing the latest stock tip or trying to...

Robin Powell
Feb 24, 20254 min read
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