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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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You don't need advice from an economist
A common misapprehension about investing and personal finance is that, to be really successful at it, you need to be an armchair...
Robin Powell
Dec 14, 20224 min read
Measly fines for closet index funds do nothing to stop them
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Concentration risk: what it is and how to avoid it
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Robin Powell
Dec 8, 20224 min read
Grief is the price we pay for love
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Robin Powell
Dec 6, 20221 min read
I was James Blunt’s boring housemate. Now I’m a boring investor
SAM INSTONE used to be an officer in the Household Cavalry and was once a housemate of James Blunt. Sam is happy to admit that he’s...
Robin Powell
Dec 5, 20223 min read
Is delegating voting powers on ESG to investors a cop-out?
Through the voting powers that come with large shareholdings, fund management companies have huge influence over the way that the...
Robin Powell
Dec 1, 20226 min read
Three reasons why indexing works and continues to grow
Why index? Simply put, because indexing works . The alternative — active investing — work, but the overwhelming probability is that it...
Robin Powell
Nov 29, 202217 min read
Financial context is everything
How you think about money is heavily influenced by your financial context. And that can only be changed if you have a clear vision for...
Robin Powell
Nov 25, 20223 min read
Eight key takeaways from 20 years of SPIVA data
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Robin Powell
Nov 21, 20225 min read
Put options: Do they actually achieve anything?
Put options are financial derivatives that give buyers the right, but not the obligation, to buy or sell an asset at a specified price...
Robin Powell
Nov 18, 20225 min read
Is the growth of passive investing messing with the markets?
The growth of passive investing has been one of the biggest, indeed arguably the single biggest , development in the asset management...
Robin Powell
Nov 17, 20225 min read
Active money management is like a love song
Romance and active money management are rarely mentioned in the same breath. But neuroscientists have shown that they're far more closely...
Robin Powell
Nov 15, 20223 min read
Volatility and risk are not the same thing
Volatility and risk are often misunderstood. The terms are sometimes used as if they were interchangeable. But they aren't. For equity...
Robin Powell
Nov 14, 20225 min read
Don't give in to negativity
Robin writes: Like every journalist, I'm a news junkie. Every day begins with half an hour on the FT website, devouring as many articles...
Robin Powell
Nov 11, 20225 min read
When you retire can make a huge difference
Evidence-based investing is all about putting the odds of success firmly on your side. It’s about leaving as little as possible to...
Robin Powell
Nov 9, 20225 min read
Three excuses editors give for not featuring index funds
Robin writes: Thankfully, there's far more media coverage of index funds nowadays than there was a few years ago. But, with some...
Robin Powell
Nov 7, 20223 min read
Is it wise to be a DIY investor or should you use an adviser?
It’s possible to be a DIY investor and to manage your portfolio and financial affairs on your own, without the help of a financial...
Robin Powell
Oct 31, 20226 min read
How do small value stocks perform in a recession?
By LARRY SWEDROE Over the long term, small value stocks have rewarded investors with higher returns for their incremental risks. Over the...
Robin Powell
Oct 28, 20223 min read
Predicting growth isn't the same as predicting returns
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Robin Powell
Oct 26, 20223 min read
Indexing has saved investors $403 BILLION since 1996
Asset management, as Robin Powell, recently wrote, is the scary bill you never see . It's huge, and if investors were actually presented,...
Robin Powell
Oct 24, 20222 min read
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