top of page
BLOG
News, views and analysis
The Evidence-Based Investor a proud partner with
FEATURED POST
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
Search
A new video series for first-time investors
Welcome to a new series of videos for first-time investors from The Evidence-Based Investor — Getting Started with Jonathan Hollow. As...
Robin Powell
Jun 2, 20231 min read
Tactical allocation funds have been stinkers — Morningstar
Tactical allocation sounds great. Who wouldn’t want an expert fund manager, or team of managers, moving their money between different...
Robin Powell
May 31, 20234 min read
Is choice a blessing or a curse for active fund returns?
When we read about the “benefits” of active fund management, it usually boils down to choice. In other words, while passive fund mangers...
Robin Powell
May 30, 20234 min read
Three ways gratitude can improve your financial wellbeing
Research has shown that practising gratitude has real mental health benefits, and those can extend to our financial wellbeing as well....
Robin Powell
May 29, 20233 min read
The 4% Rule: How reliable is it?
There are no shortcuts to anyplace worth going. — Beverly Sills In our hectic lives, everyone likes a quick answer. How about this one:...
Robin Powell
May 27, 20235 min read
Lack of persistence suggests performance owes much to luck
If you’ve ever read a prospectus (or, for that matter, an S&P DJI research report), you know that “past performance is no guarantee of...
Robin Powell
May 25, 20232 min read
Introducing Second Lives, a brand new podcast series from TEBI
Since 2016, The TEBI Podcast has interviewed the great and the good from the world of investing, money management and personal finance....
Robin Powell
May 23, 202323 min read
True financial freedom is having enough
Life is a balance of holding on and letting go. — Rumi As financial independence (FI) enthusiasts, we are diligently calculating and...
Robin Powell
May 19, 20235 min read
Have you read our award-winning book?
Robin writes: It’s rare that Aston Villa supporters go to Wembley and actually experience WINNING something. But last night it finally...
Robin Powell
May 17, 20231 min read
Active outperformance: is it luck or skill?
When an active manager outperforms, is it down to luck or skill? The simple answer is that it’s very hard to tell, especially over...
Robin Powell
May 15, 20233 min read
The active managers who invest their own money passively
Robin writes: The latest Episode of The Investing Show , powered by Timeline, features an extraordinary new study by researchers at...
Robin Powell
May 12, 20231 min read
Inflation is simply one more expense
Inflation is the parent of unemployment and the unseen robber of those who have saved. — Margaret Thatcher We have all seen news...
Robin Powell
May 11, 20234 min read
Should you be impressed by an award-winning fund?
I know almost nothing about cars. When the time comes every few years to change mine, I simply simply check the latest award-winning...
Robin Powell
May 9, 20236 min read
Buffett and Munger: lessons on money, investing and life
Warren Buffett and Charlie Munger were once again on top form at Berkshire Hathaway’s annual shareholder meeting on Saturday. With a...
Robin Powell
May 8, 20232 min read
What happens when you follow Kim Kardashian’s crypto advice?
It's not just Kim Kardashian — scores of social media influencers have promoted cryptocurrencies in recent years. But have investors...
Robin Powell
May 6, 20234 min read
Active managers perform better when they're on holiday
The late City businessman and politician Lord Myners used to swear by what he called the Inertia Test. The more fund managers traded, he...
Robin Powell
May 3, 20237 min read
Protecting the elderly from financial abuse
The financial abuse of older people is a serious problem. What can you do to protect elderly friends and relatives? Financial abuse of...
Robin Powell
May 2, 20233 min read
One definition of risk for all of us
Understanding risk is a crucial part of successful investing. The problem is, it seems that everyone has their own definition of risk....
Robin Powell
Apr 28, 20234 min read
Why some people have a problem spending money
Some people find it very difficult to spend money even though they may have enough. What are the psychological causes behind this, and...
Robin Powell
Apr 27, 20233 min read
Why does active fund performance deteriorate over time?
By ROBIN POWELL It’s well known that active fund performance deteriorates over time. Evidence from both academics and from organisations...
Robin Powell
Apr 25, 20233 min read
SUBSCRIBE
Simply provide your email address to receive our regular update.
bottom of page