News, views and analysis

Featured post

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, every month, with a pounds-and-pence or dollars-and-cents figure for how much they’re paying, most would be horrified. The good news is, of course, that there is a very much cheaper...

Read more...

Greater longevity comes at a huge price

  There are few experiences more sobering than walking round a graveyard, surrounded by the mortal remains of your ancestors. Longevity. My mother’s family were Partingtons and for centuries they lived in and around the industrial town in Greater Manchester from which they...

Read more...

SPIVA: What it is & what it tells us — Craig Lazzara (Part 1)

  If you’re interested in investing and you haven’t heard of SPIVA, you need to put that right. SPIVA stands for S&P Indices Versus Active, and for me it’s the go-to scorecard for active fund managers. Craig Lazzara, global head of index investment...

Read more...

Vast majority of UK fund managers “genuinely unskilled”

Genuinely unskilled. I feel privileged to be asked to contribute occasional articles to the CFA Institute blog, Enterprising Investor. The Institute does excellent work, all around the world, in promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit...

Read more...

Congratulations SITV — half a million views & counting

  It was four years ago that my company, Ember Television, was approached by Barnett Ravenscroft Wealth Management to explore ways of using high-quality video to give ordinary investors the information they need to make better investment decisions. SITV. A year later we...

Read more...

Short-termism — why the whole investment industry is to blame

  Everyone knows the focus on short-term profits, or short-termism, isn’t healthy. It’s certainly not good for investors, or the wider economy. Yet, all around the world, the trend towards what Hilary Clinton has termed “quarterly capitalism” continues to accelerate. The common wisdom...

Read more...

#SFTW: Has MiFID II been kicked into the long grass?

SOMETHING FOR THE WEEKEND MiFID II I’m not quite the enthusiast for the European Union I once was. I’m as exasperated as any other UK tax payer at some of the things it spends our money on. But I am frustrated at the...

Read more...

How can tebi help you?