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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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11 things the SVB collapse tells us about investor behaviour
By Joe Wiggins Before you stop reading, I promise this is not another explainer about the SVB collapse. While (too) much ink has been...
Robin Powell
Mar 20, 20233 min read
Keeping calm amid the banking crisis
It's been another volatile week on the global stock markets as investors grapple with the banking crisis in the United States. But...
Robin Powell
Mar 17, 20235 min read
Three financial issues for women to consider in a divorce
Divorce is always a stressful experience, but it’s important for women in particular not to underestimate some crucial financial...
Robin Powell
Mar 15, 20233 min read
Putting the improved performance of US active managers in perspective
Relatively speaking, 2022 was a reasonably good year for U.S. active managers. Or was it? As Dr TIM EDWARDS from S&P Dow Jones Indices...
Robin Powell
Mar 13, 20233 min read
Professor Lubos Pastor dispels six common investing myths
There are all sorts of examples in the investing area of claims that are repeated so often that they become conventional wisdom, even if...
Robin Powell
Mar 10, 20236 min read
Facts do not cease to exist because they are ignored
Robin writes: To be honest, part of me groans when another SPIVA report comes out. It’s not that they don’t tell us something very...
Robin Powell
Mar 8, 20233 min read
Your true net worth is not about money
Some of us are fascinated with other people's net worth. Just looks at the popularity of rich lists published by the likes of Forbes and...
Robin Powell
Mar 7, 20233 min read
European active managers blew another big chance in 2022
Once again, European active managers failed to capitalise on a favourable market environment for active stockpickers in 2022. And, as...
Robin Powell
Mar 3, 20233 min read
#How2Fund shortlisted for Business Book of the Year
When our book How to Fund the Life You Want was published by Bloomsbury, my co-author Jonathan Hollow and I had no great expectations...
Robin Powell
Mar 2, 20232 min read
Nearing retirement? Invest in friends, not just the markets
Many people worry about being poor in retirement, but, statistically, you're far more likely to be lonely. And, arguably, that's even...
Robin Powell
Mar 1, 20232 min read
Striving for investing perfection usually leads to disappointment
Robin writes: I confess to being a perfectionist. Everything has to be just so. In some areas of life it's a positive trait to have. But...
Robin Powell
Feb 28, 20236 min read
How the different factors performed in 2022
By CRAIG LAZZARA Traditional investors think of portfolios (whether active or indexed) as collections of . We can equally well think of...
Robin Powell
Feb 27, 20232 min read
Dan Wheeler remembered
There have been a few key individuals who have revolutionised investing. You’ve probably heard of Jack Bogle . Gene Fama, Charley Ellis...
Robin Powell
Feb 24, 20233 min read
What does a meaningful life look like?
Robin writes: It might be my age. Perhaps it’s the major bereavement I suffered in the run-up to Christmas. Or maybe it’s the health...
Robin Powell
Feb 24, 20232 min read
Is this market ripe for stockpickers?
Robin writes: I’ll be honest, I’m not a fan of this question. Active managers will always say that stockpickers are about to shine, but...
Robin Powell
Feb 23, 20233 min read
Paul Lewis talks trust, social media and financial education
Robin writes: If you have quarter of an hour to spare, why not listen to my interview with Paul Lewis for the latest episode of The...
Robin Powell
Feb 22, 20233 min read
Munger: charging to underperform is a "deep moral depravity"
Charlie Munger was on sparkling form the other day at the latest Daily Journal’s shareholder meeting. Warren Buffett’s right-hand man...
Robin Powell
Feb 21, 20231 min read
Will peak passive help or hinder active managers?
Robin Writes: Some say we may be reaching peak passive — the point at which the extraordinary rise in popularity low-cost index funds...
Robin Powell
Feb 19, 20233 min read
Stories almost always trump statistics
By JOACHIM KLEMENT We would like to think that investors use all the information available to them to make investment decisions. This is...
Robin Powell
Feb 16, 20233 min read
Why investors repeat the same mistakes
By JOE WIGGINS I started my investment career in 2004. Although equity markets had begun their recovery from the damage wrought by the...
Robin Powell
Feb 14, 20233 min read
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