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What is evidence-based investing?
Nobody can establish who first used the phrase 'evidence-based investing', and no regulator defines it. Robin Powell, who was given the name by Larry Swedroe in 2015 and is sometimes wrongly credited with coining it, sets out what it actually means: four tests of what counts as evidence, borrowed from a medical parallel that hit the same crisis twelve years ago. Including where he goes further than a global tracker, and why he holds that position less firmly than he used to.
Robin Powell
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The role of concentration in fund performance
By LARRY SWEDROE In theory, a manager with skill has more dollars allocated to their best ideas — the returns of portfolios consisting of...
Robin Powell
Aug 5, 20224 min read
How defensive factor indices mitigate short-term declines
By CRAIG LAZZARA We all know that in the long run, the U.S. stock market has performed very well, compounding at well over 10% per year...
Robin Powell
Aug 4, 20222 min read
Who buys cryptocurrencies?
Since their introduction in 2008, cryptocurrency markets have experienced both multiple, massive bull markets and devastating drawdowns, per
Robin Powell
Aug 2, 20225 min read
Does such-and-such an asset belong in my portfolio?
There are so many different kinds of assets you can invest in, and the financial pages are full of ideas for options to consider. But how...
Robin Powell
Aug 1, 20226 min read
How does R&D spending affect future returns?
By LARRY SWEDROE Asset pricing models are important because they help us understand which factors explain the variation of returns across...
Robin Powell
Jul 29, 20226 min read
Have you got a death box?
Readers of this blog very likely have multiple bank and savings accounts, as well as pension products. JONATHAN HOLLOW recommends that...
Robin Powell
Jul 28, 20225 min read
Will a consumer duty change the culture of the investing industry?
Senior executives at fund managers and financial advice firms could face fines and have their bonuses docked if they fail to put the...
Robin Powell
Jul 27, 20225 min read
Factor momentum and stock momentum
By LARRY SWEDROE Empirical research, including the 2017 paper A Century of Evidence on Trend-Following Investing , has found momentum to...
Robin Powell
Jul 26, 20224 min read
Should ESG just focus on climate change?
The inevitable backlash against environmental, social and governance (ESG) strategies that we have seen in 2022 is now giving way to more...
Robin Powell
Jul 25, 20224 min read
Investor demographics: how wealth, age and gender affect decisions
By LARRY SWEDROE To determine whether investor demographics provide information as to the holdings of their portfolios, Sebastien...
Robin Powell
Jul 22, 20224 min read
Understanding risk, Part 1: Inflation
Inflation is the greatest risk that investors face, and often the most underestimated.
Robin Powell
Jul 20, 20224 min read
The role of social media in stock and bond markets
By LARRY SWEDROE The increased popularity of social media as a forum for market participants to post and exchange opinions has been...
Robin Powell
Jul 19, 20226 min read
The rise and rise of the scam merchants
Around the world, investment scams are on the increase. The popularity of social media, the growth in digital platforms since the...
Robin Powell
Jul 18, 20224 min read
What does a change in ESG rating tell us about future returns?
By LARRY SWEDROE Interest in sustainable investing has grown so dramatically over the past decade that by 2020, environmental, social and...
Robin Powell
Jul 15, 20224 min read
Will cryptocurrencies ever recover?
The crash in Bitcoin and other cryptocurrencies transfixing global markets has intensified scrutiny of the claims made for these virtual...
Robin Powell
Jul 14, 20225 min read
Market history teaches us the value of patience
By CRAIG LAZZARA With the first half of 2022 in the books, commentators have noted that this year’s -20.0% total return for the S&P 500...
Robin Powell
Jul 13, 20222 min read
The risks of highly concentrated equity portfolios
By LARRY SWEDROE While investing entails taking risks, investors need to distinguish between good risk and bad risk. Good risk is the...
Robin Powell
Jul 12, 20225 min read
Wanted: talented business developer to make a positive difference
Robin writes: These are exciting times to be working in the asset management industry. The transition towards cost-effective,...
Robin Powell
Jul 12, 20222 min read
Learning from the Russian share ban
Index funds have become forced sellers of the Russian stocks removed from major benchmarks since the invasion of Ukraine. In effect it...
Robin Powell
Jul 9, 20225 min read
Gaming ESG fund performance to attract assets
By LARRY SWEDROE Although investment returns are important to investors, interest in environmental, social and governance (ESG)...
Robin Powell
Jul 8, 20224 min read
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