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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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The two greatest enemies investors face
Throughout his career in asset management, PATRICK GEDDES was fascinated by investing and how we can all achieve the best possible...
Robin Powell
Feb 23, 20227 min read
Lifestyle funds: Do they add or subtract value?
Many investors choose to save for retirement in so-called "lifestyle funds". Alternatively, they may choose a "lifestyling" option....
Robin Powell
Feb 22, 20226 min read
Cathie Wood and the front-of-mind effect
Marketing investment products is ultimately not that different from promoting breakfast cereals. A vast industry spends hundreds of...
Robin Powell
Feb 21, 20224 min read
Will 2022 be a better year for active managers?
By CRAIG LAZZARA The poet tells us that in spring, a young man’s fancy lightly turns to thoughts of love. Experience tells us that early...
Robin Powell
Feb 19, 20222 min read
New evidence on how investor emotions affect markets
Research (see here , here and here )has shown that investor sentiment (emotions) plays a significant role in international market...
Robin Powell
Feb 18, 20226 min read
ERISA lawsuits: Are the floodgates about to open?
Those with personal pensions are able to take responsibility for their own investment outcomes. But if you’re a member of a workplace...
Robin Powell
Feb 17, 20226 min read
Dixon Advisory shows conflicts remain in Australian advice
The retreat from wealth management by Australia’s major banks in the past two years was supposed to spell the end of the issues raised by...
Robin Powell
Feb 16, 20224 min read
Are short sellers' target prices too pessimistic?
By LARRY SWEDROE Short sellers play a valuable role in keeping market prices efficient. Market efficiency is important because an...
Robin Powell
Feb 15, 20226 min read
Why did GameStop mania happen?
A little more than a year ago, GameStop, the Texas-based video game and consumer electronics and retailer, hit the financial headlines....
Robin Powell
Feb 14, 20227 min read
Three steps to breaking the money shame spiral
Feeling shame about your financial difficulties can create a cycle of hardship, so how can you stop from getting into a shame spiral?
Robin Powell
Feb 12, 20223 min read
How funds change benchmarks to flatter their performance
By LARRY SWEDROE Securities and Exchange Commission (SEC) Rule 33-6988 requires mutual funds to disclose an “appropriate” broad-based...
Robin Powell
Feb 11, 20225 min read
Value versus glamour stocks: a regime shift in the making?
Glamour stocks, or “hot stocks” as they’re sometimes called, are shares that investors believe will increase in value faster than the...
Robin Powell
Feb 8, 20226 min read
Hamish Douglass, the Aussie fund star who fell to earth
By ROBIN POWELL Hamish Douglass is probably Australia’s best known fund manager. He also runs one of the country’s most recognisable...
Robin Powell
Feb 7, 20222 min read
Putting value's two-month winning streak in context
After years of Growth dominance, Value indices have staged a furious recovery for the last two months. Of course, there's no way of...
Robin Powell
Feb 3, 20222 min read
How to write a retirement plan
Leaving work and creating a new life for ourselves beyond work is arguably the biggest change we face in our lives today. Of course,...
Robin Powell
Feb 2, 20224 min read
Are stocks bought by noise traders at greater risk of crashing?
By LARRY SWEDROE While institutions are generally considered to be informed investors, individuals (retail investors) are generally...
Robin Powell
Feb 1, 20225 min read
Keeping your digital life secure
By JONATHAN HOLLOW In my first article for this series , I made the point that scams and fraud could pose as big a threat to investors as...
Robin Powell
Jan 31, 20225 min read
The odds and the gods: the origins of risk management
The idea of humans seeking to manage risk was once seen as blasphemous. The view in medieval times was that only God could determine our...
Robin Powell
Jan 25, 20223 min read
Is there a case for investing in private real estate?
By LASRRY SWEDROE As chief research officer for Buckingham Wealth Partners, I am often asked about the merits of investing in private...
Robin Powell
Jan 25, 20226 min read
Buying meme stocks is like playing the lottery
The enthusiasm for ‘meme’ stocks that gain cult-like social media followings has thrown a spotlight on the ‘lottery effect’ in investing....
Robin Powell
Jan 24, 20223 min read
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