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What is evidence-based investing?
Nobody can establish who first used the phrase 'evidence-based investing', and no regulator defines it. Robin Powell, who was given the name by Larry Swedroe in 2015 and is sometimes wrongly credited with coining it, sets out what it actually means: four tests of what counts as evidence, borrowed from a medical parallel that hit the same crisis twelve years ago. Including where he goes further than a global tracker, and why he holds that position less firmly than he used to.
Robin Powell
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Why US stocks still matter
US stocks dominate global equity markets, making up roughly 60% of total market capitalisation. For investors looking to build a...
Robin Powell
Mar 11, 20244 min read
Charles Ellis was right — market timing is a wicked idea
Market timing is one of the most seductive notions investors have to contend with. How hard can it be, we ask ourselves, to sell when the...
Robin Powell
Mar 7, 20242 min read
The lottery phenomenon in corporate debt
The most basic principle of finance is that risk and ex-ante (expected) returns should be related. However, a large body of academic...
Robin Powell
Mar 6, 20245 min read
Active vs passive: which is better?
The “active vs. passive debate” has raged on for a long time in the field of investing. Where actively managed funds aim to outperform...
Robin Powell
Mar 4, 20243 min read
The LGPS could learn from Nevada about value for money
Britain's Local Government Pension Scheme is one of the biggest public pension schemes in Europe, and it wastes far too much money on...
Robin Powell
Mar 1, 20244 min read
The consequences of short squeezes
Short selling – betting on a stock to fall in price by borrowing shares to sell them, hoping to buy them back at a future date at a lower...
Robin Powell
Feb 28, 20249 min read
Fees and charges make a big difference to investors
Fees and charges can have a huge impact on any investor's overall returns, particularly as they compound over time. As financial...
Robin Powell
Feb 26, 20243 min read
Learn to embrace uncertainty
Human beings dislike uncertainty. It's an adaptive trait that has helped us to navigate complex environments, make safer choices, and...
Robin Powell
Feb 22, 20245 min read
Do markets reward firms for being more green?
In our book, , Sam Adams and I explained that economic theory suggests that if a large enough proportion of investors choose to favour...
Robin Powell
Feb 21, 20246 min read
Crypto investing is more like gambling
Cryptocurrencies like Bitcoin have been a hot topic in investing in recent years. But can crypto investing really be classed as investing...
Robin Powell
Feb 19, 20243 min read
The growth of hedge funds is the greatest financial anomaly
“Hedge funds are the only component of Wall Street that is built pretty much entirely upon myth. Few areas of financial endeavour have...
Robin Powell
Feb 14, 20245 min read
Charlotte Lockhart on her global vision for a better work-life balance
Robin writes: It’s time for the latest in our podcast series Second Lives, in which my co-author JONATHAN HOLLOW looks at the different...
Robin Powell
Feb 13, 202418 min read
Having strong opinions can be costly
In a world full of uncertainty, it's only human to seek clarity and strong opinions. That's why, particularly in an area like investing,...
Robin Powell
Feb 12, 20243 min read
Is higher inflation always bad news for stocks?
My September 11, 2023, Advisor Perspectives article reviewed the empirical research findings on the relationship between inflation,...
Robin Powell
Feb 7, 20245 min read
John Hussman and the cluster of woe
Hedge fund manager John Hussman is warning we could be on the verge of catastrophic stock market crash — and his predictions have been...
Robin Powell
Feb 6, 20245 min read
How to navigate stock market volatility
In times of stock market volatility, some investors will be tempted to try "timing the market". In the heat of the moment though, doing...
Robin Powell
Feb 5, 20243 min read
The Big Market Delusion: why AI could cost investors dearly
The potential for AI language models like ChatGPT is truly mind-blowing; without doubt, they will transform work, education and our daily...
Robin Powell
Feb 2, 20242 min read
Lessons in life and investing from Shane Parrish
“You don’t need to be smarter than others to outperform them if you can out-position them.” That’s the key message behind Clear...
Robin Powell
Feb 1, 20242 min read
Active or passive investors: Which is the “smart money”?
The last few decades have seen a dramatic shift of assets away from active to passive (such as, but not limited to, index funds)...
Robin Powell
Jan 31, 20244 min read
Louis Bachelier, the mathematician every investor should know about
If you asked educated people to name a mathematician whose work has had a major impact, they might say Isaac Newton or Alan Turing, or...
Robin Powell
Jan 30, 20242 min read
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