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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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Active share as a predictor of future performance
By LARRY SWEDROE Active share is a measure of how much a fund’s holdings deviate from its benchmark index, and funds with the highest...
Robin Powell
May 13, 20227 min read
Your chief problem and worst enemy as an investor
By ROBIN POWELL One of my favourite investment authors is Benjamin Graham. Widely credited as the father of value investing, Graham was...
Robin Powell
May 12, 20222 min read
When stocks and bonds fall together
By LARRY SWEDROE This year’s significant declines in both stocks and bonds dealt a large blow to traditional 60/40 portfolios that relied...
Robin Powell
May 10, 20224 min read
Trading stocks is like playing a Wimbledon champion
One of the most insidious aspects of sites like eToro and Robinhood is the impression they give that making money through trading stocks...
Robin Powell
May 10, 20222 min read
Bogle's legacy — folksy grandpa or investing punk rocker?
When punk rock arrived in New York and London in the mid-1970s, the prime movers talked of stripping away the bloated excesses of the...
Robin Powell
May 9, 20223 min read
Is there a January effect in small-cap stocks?
By LARRY SWEDROE The January effect is a seasonal anomaly in which small stocks have higher returns than in any other month. This...
Robin Powell
May 6, 20224 min read
How to Invest Part 2: Don’t chase performance
Fund industry advertising and much of what's written in the financial media encourages investors to chase performance. The impression...
Robin Powell
May 6, 20222 min read
Should you ditch bonds as inflation rises?
There are few more frightening phrases for investors than “inflationary spiral”, but the consensus among commentators is that’s precisely...
Robin Powell
May 5, 20222 min read
How to Invest, Part 1: Understand risk and return
People often ask me, how is The Evidence-Based Based Investor funded? The answer is, it’s partly down to having three strategic partners...
Robin Powell
May 4, 20222 min read
Should value strategies adjust for intangibles?
By LARRY SWEDROE The ability to interpret financial statements has been complicated by the dramatic shift from tangible investments (such...
Robin Powell
May 3, 20228 min read
Beware the lure of the familiar
When faced with choice and complexity, we instinctively prefer to focus on what we know and are familiar with. In many aspects of life,...
Robin Powell
May 3, 20224 min read
Is social media making markets more efficient?
By LARRY SWEDROE Social media has become an increasingly popular forum for market participants to post and exchange their opinions about...
Robin Powell
Apr 29, 20225 min read
Bitcoin is not an investment — I'm glad I sold it
By JONATHAN HOLLOW Fidelity, the US investment powerhouse, has announced that people saving for their retirement in 401(k) accounts will...
Robin Powell
Apr 28, 20226 min read
Why have large-cap growth funds performed so badly?
As someone who has spent many years studying fund performance, CRAIG LAZZARA from S&P Dow Jones indices expects to see most active...
Robin Powell
Apr 27, 20222 min read
Active versus passive all boils down to cost
Robin writes: I don't like talking about the active versus passive "debate". Anyone who has read the evidence will know that there isn't...
Robin Powell
Apr 26, 20225 min read
What does victory for Macron mean for stocks?
By ROBIN POWELL So, Emmanuel Macron has won the French election, becoming the first sitting president in 20 years to be re-elected. Of...
Robin Powell
Apr 25, 20224 min read
Do dividend-paying stocks hedge against inflation?
Amid fears over rising inflation and interest rates, many investors are looking to hedge against those risks. A commonly held view is...
Robin Powell
Apr 22, 20226 min read
Wealth management faces a future shock
Changes forced by the global pandemic, the geopolitical landscape, the evolution of technology, demographic dynamics and the increasing...
Robin Powell
Apr 21, 20224 min read
Consistent outperformance is a dangerous myth
By JOE WIGGINS There are few things the active fund management industry likes more than a tale of a manager consistently outperforming...
Robin Powell
Apr 20, 20224 min read
ESG strategies: do risk factors explain returns?
By LARRY SWEDROE The dramatic increase in interest in environmental, social and governance (ESG) investing has been accompanied by...
Robin Powell
Apr 19, 20223 min read
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