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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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Think tank calls for regular "financial health checks"
In the same way that we have regular medical check-ups to monitor our health, it makes sense to have financial health checks to look after our financial well-being.
Robin Powell
Apr 11, 20223 min read
Investment costs: how even the experts get stung
By SUNIL CHADDA In the first three articles in this series, I highlighted some of the many asymmetries and inequalities that individuals...
Robin Powell
Apr 11, 20223 min read
Is hedge fund alpha shrinking?
By LARRY SWEDROE Academic research, including studies such as Mutual Fund Performance: An Empirical Decomposition into Stock-Picking...
Robin Powell
Apr 8, 20227 min read
Beware advisers posing as wizards
By ROBIN POWELL Readers of a certain age will recall an old Christmas tradition — the crushing disappointment of discovering, yet again,...
Robin Powell
Apr 7, 20222 min read
Money shouldn't be "dark matter" for today's children
Although money has a huge effect on our lives, people often shy away from talking about it. Talking about money and letting financial...
Robin Powell
Apr 6, 20225 min read
The rise of corporate green bonds
By LARRY SWEDROE Corporate green bonds were essentially nonexistent prior to 2013, but they have become increasingly popular in recent...
Robin Powell
Apr 5, 20224 min read
Flexible retirement ages exacerbate inequality
By JOACHIM KLEMENT Many countries in Europe and North America have changed the retirement age in an effort to turn government pensions...
Robin Powell
Apr 4, 20223 min read
Weighting scheme design: what investors need to know
By LARRY SWEDROE As explained in my April 13, 2016, article , not all systematically managed funds are created equal. In a related...
Robin Powell
Apr 1, 20227 min read
Investment lessons from genuine experts
One of the most frequent questions put to professional chefs is what they cook for themselves when off duty. Likewise, motor racing...
Robin Powell
Mar 31, 20224 min read
Do noise traders cause market anomalies?
The term noise traders is used to describe ordinary investors who make decisions to buy or sell based on information they believe to be...
Robin Powell
Mar 29, 20224 min read
Has Assessment of Value achieved anything?
We’re now two-and-a-half years into the Assessment of Value regime introduced by the Financial Conduct Authority. Under the rules, UK...
Robin Powell
Mar 29, 20224 min read
Live within your means: the golden rule for millennials
The millennial generation has been dealt something of a raw deal, financially speaking. The soaring cost of further education and of...
Robin Powell
Mar 28, 20224 min read
Have you discovered MoneyHelper yet?
Sometimes, the best things in life really are free. One of them, says JONATHAN HOLLOW. is an online resource called MoneyHelper. Here he...
Robin Powell
Mar 25, 20225 min read
The impact of CSR on credit risk
By LARRY SWEDROE The research into the effect of sustainable investment strategies on corporate bond portfolios (including the 2020 study...
Robin Powell
Mar 25, 20224 min read
Money and life: a question of balance
Few people on their deathbeds express regret about not driving a better car. If people do have regrets, they’re more likely to relate to...
Robin Powell
Mar 24, 20224 min read
When is the right time to retire?
Timing they say, is everything. But working out the right time to retire is a complex matter. NOEL WATSON is a financial planner based in...
Robin Powell
Mar 23, 20224 min read
Men are more likely to panic than women
By LARRY SWEDROE Since behaviour can have an even larger impact on returns than investment policy (asset allocation), the study of...
Robin Powell
Mar 22, 20225 min read
Investors aren't given the fund information they need
Welcome to the second in a series of articles by SUNIL CHADDA on unit-holder inequality in funds. Last time he explained how retail...
Robin Powell
Mar 22, 20223 min read
2021 was third-worst year on record for US active managers
Our friends at S&P Dow Jones Indices have just released their latest annual SPIVA scorecard for US active managers. And guess what? It...
Robin Powell
Mar 21, 20223 min read
Fund marketing and the science of magic
By ROBIN POWELL Everyone loves a magic trick. Watching talent shows growing up, I could take or leave the singers and comedians, but it...
Robin Powell
Mar 18, 20223 min read
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