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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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Online trading can be dangerous
The advent of online trading means it has never been easier to buy and sell stocks — or indeed cryptocurrencies or anything else. But...
Robin Powell
Aug 21, 20233 min read
What's the difference between active and passive funds?
In this latest video in our Getting Started series for first-time investors, JONATHAN HOLLOW takes us through the differences between...
Robin Powell
Aug 17, 20232 min read
Prioritise spending on experiences
How to prioritise spending can be a big challenge. Instinctively, people like to buy material things, like cars or clothes, for example....
Robin Powell
Aug 14, 20233 min read
What are the fees and charges you need to know about?
Getting Started is our video series aimed at first-time investors, featuring JONATHAN HOLLOW. This time we look at the different fees...
Robin Powell
Aug 10, 20232 min read
The puzzle of the missing billionaires
I recently enjoyed an unusual exhibition while on holiday in North Wales. All that was left tells the story of Henry Cyril Paget, the...
Robin Powell
Aug 9, 202315 min read
Push for more, but be content with enough
Finding the balance between wanting more from your money, but being content with enough is an important aspect of financial wellbeing. At...
Robin Powell
Aug 8, 20234 min read
Has indexing become too big?
There has been a huge increase in passive investing over the years, and some commentators are starting to ask the question, has indexing...
Robin Powell
Aug 7, 20232 min read
The thorny question of retirement for business owners
Business owners can find it difficult to think about retirement, but having a transition plan in place should be imperative, regardless...
Robin Powell
Aug 3, 20233 min read
Should you buy funds or individual shares?
Welcome back to Getting Started – our video series for first-time investors with JONATHAN HOLLOW. This time we ask whether it makes...
Robin Powell
Aug 2, 20231 min read
Making pension funds invest in start-up businesses is "crackpot"
The UK Government wants pension funds to invest in start-up businesses far more than they do. Unsurprisingly, so does the fund industry....
Robin Powell
Aug 1, 20239 min read
The legacy of Harry Markowitz: Where next for academic finance?
The death was recently announced of Professor Harry Markowitz , who won a Nobel Prize for his work on portfolio construction, and enjoyed...
Robin Powell
Jul 31, 20239 min read
SJP? Whatever you do, don’t sign up
SJP, Britain’s biggest wealth manager, is cutting its fees from next week. But, says ROBIN POWELL, the fee reduction is a drop in the...
Robin Powell
Jul 28, 20234 min read
The active management delusion: an historical perspective
We tend to think of the failure of active management as a relatively recent phenomenon. But as financial historian MARK HIGGINS explains,...
Robin Powell
Jul 27, 20236 min read
Artificial intelligence doesn't help investors predict the future
Global stock markets have taken most market pundits by surprise so far this year. Many were predicting a full-scale crash. In the event,...
Robin Powell
Jul 26, 20236 min read
Analysts and fund managers are too matey by half
Analysts and fund managers have strong social relationships that steadily grow over time and can span entire careers, a new study shows....
Robin Powell
Jul 24, 20234 min read
Should you put off investing amid uncertainty?
A question that new investors often ask is whether they should hold off investing during times of uncertainty. It can be tempting to...
Robin Powell
Jul 21, 20231 min read
Bond fund fees are a good predictor of performance — Morningstar
Studies have shown that fees are the single most accurate predictor of equity fund performance. Now new analysis by Morningstar shows...
Robin Powell
Jul 20, 20233 min read
John Ralfe: Retirement savers on average incomes face an uphill struggle
Robin writes: We often hear the phrase “pensions crisis”. So how serious a problem do we face? And what can we do about it? For the...
Robin Powell
Jul 19, 20238 min read
Do you have enough money already?
Robin writes: Have you considered whether you might now have enough money — so you can afford to move from earning for the future to...
Robin Powell
Jul 18, 202317 min read
The eye-watering sum active US investors lose each year
Newly published research shows that US investors are losing $235 billion a year by using actively managed funds. But the true figure is...
Robin Powell
Jul 17, 20234 min read
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