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How much passive investing is too much?
Warnings that index funds have broken the stock market all imply a threshold: a share of the market at which price discovery fails. Nobody making the argument names it. Owen Lamont, writing in the Financial Analysts Journal, argues that no such number exists short of complete passive ownership, and that what actually determines whether prices stay informative is who is left doing the trading. His case, the strongest peer-reviewed research against it, and what the performance
Robin Powell
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Private equity is hot, hot, hot — but is it worth investing in?
If you've read the financial pages in recent months you will doubtless have seen plenty of articles about private equity. Investing in...
Robin Powell
Dec 12, 20232 min read
When markets fall, resist the urge to act
When markets start to fall, many investors feel the urge to act rashly. As Oxford Risk's GREG DAVIES says in this video though, the best...
Robin Powell
Dec 11, 20233 min read
Mindfulness, money and investing
Robin writes: I've been practising mindfulness since the Covid-19 pandemic. I'll be honest, I struggled with it at first, and there were...
Robin Powell
Dec 6, 20238 min read
14 lessons Charlie Munger taught us
The word legend is overused. But in the case of the businessman, investor and philanthropist Charlie Munger, the description is entirely...
Robin Powell
Dec 5, 20238 min read
During bear markets, it pays to sit tight
Developing an understanding of market history is one of the most valuable things that an investor can do. Though the past does not...
Robin Powell
Dec 4, 20233 min read
Is it time to ditch the value factor?
By ROBIN POWELL As Eugene Fama and Kenneth French famously demonstrated in 1992, value stocks have outperformed growth stocks over the...
Robin Powell
Nov 30, 20235 min read
Three disadvantages female investors face
The good news is, research shows that female investors often make better investors than men. The bad news, as ROBIN POWELL explains, is...
Robin Powell
Nov 28, 20234 min read
Do active fund managers add value?
Active strategies are still hugely popular amongst investors. Despite their popularity though, the evidence shows that very few of these...
Robin Powell
Nov 27, 20232 min read
Hogwarts Finance: how investment wizardry is failing US retirees
By ROBIN POWELL There are very few human activities in which those with no expertise and no previous experience can outperform highly...
Robin Powell
Nov 23, 20233 min read
Why fund industry marketing is so seductive
For decades, fund industry marketing was hugely successful. Fund houses would invest tens of millions of pounds every year on getting...
Robin Powell
Nov 22, 20232 min read
Second Lives: Taking risks with investigative journalism
Robin writes: In this latest episode of our "Second Lives" podcast series, JONATHAN HOLLOW sits down with ROZINA BREEN, the CEO and...
Robin Powell
Nov 20, 202314 min read
How to stay disciplined during crashes and corrections
As uncomfortable as they can be, crashes and corrections are a big part of equity investing. It's natural to start worrying when the...
Robin Powell
Nov 20, 20233 min read
Are hedge funds the answer in this market environment?
Hedge funds have been trounced by low-cost index funds since the global financial crisis. But some commentators say we've entered a new...
Robin Powell
Nov 16, 20232 min read
How to get your affairs in order
Robin writes: As anyone who’s been through it knows, the grief of losing a parent can be very hard to cope with. Remember that your own...
Robin Powell
Nov 14, 20237 min read
Another dire SPIVA report for UK and EU funds
The Mid-Year 2023 SPIVA report for Europe has just been published, and it makes pretty grim reading for fund managers in the UK and in...
Robin Powell
Nov 13, 20232 min read
Staying rational in volatile markets
Learning to live with the ups and downs of the stock markets is an essential part of becoming a successful investor. Of course, it's not...
Robin Powell
Nov 13, 20233 min read
Have active managers got their mojo back?
Recent reports suggest a possible revival for active fund managers, particularly in the US, with better performance in 2023 compared to...
Robin Powell
Nov 10, 20234 min read
What do high rates mean for stocks?
Is there any meaningful relationship between high interest rates and stock returns? WES CRILL is the Senior Investment Director and Vice...
Robin Powell
Nov 8, 20232 min read
Are multi-manager funds really a good idea?
Multi-manager funds are particularly popular, and are even often billed as a "no-brainer investment" in the financial media. But what is...
Robin Powell
Nov 6, 20232 min read
US active managers continue to struggle
By CRAIG LAZZARA Anyone even vaguely conversant with our SPIVA Scorecards will realise that most active managers underperform passive...
Robin Powell
Nov 3, 20233 min read
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