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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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How has ESG affected corporate bond markets?
By LARRY SWEDROE The empirical research into the impact of environmental, social and governance (ESG) screening on corporate bond...
Robin Powell
Jan 21, 20224 min read
Why you should track your everyday expenses
Life is for living, and treating yourself occasionally to a little of what you fancy is an excellent way to improve your mood and general...
Robin Powell
Jan 19, 20226 min read
Why investors in thematic ETFs are likely to be disappointed
By LARRY SWEDROE Thematic investing can be defined as a “top-down” actively managed investment strategy, focused on predicting long-term...
Robin Powell
Jan 18, 20229 min read
Three reasons not to wait to talk to your kids about money
It really is never too early to start discussing finances with your children.
Robin Powell
Jan 17, 20223 min read
Can cryptocurrency ever become ESG-friendly?
Two of the most dominant trends in global finance appear to be on a collision course. Driving one is widespread investor concern about...
Robin Powell
Jan 16, 20224 min read
Investment lessons the markets taught in 2021 (Part 2)
This week, LARRY SWEDROE IS looking at ten investment lessons the financial markets have taught us over the last 12 months. We brought...
Robin Powell
Jan 14, 20228 min read
Why active managers struggled yet again in 2021
We're still waiting for the SPIVA data on how active funds fared in 2021. But, once again, performance was disappointing. As ANU GANTI,...
Robin Powell
Jan 13, 20222 min read
How to avoid investment fraud and scams
Robin writes: I'm delighted to welcome a new regular contributor to the team here at TEBI. JONATHAN HOLLOW has worked in several senior...
Robin Powell
Jan 13, 20224 min read
Luck, skill and Cathie Wood
This time last year it seemed that Cathie Wood could do no wrong. 12 months on, America’s most high-profile active fund manager is...
Robin Powell
Jan 12, 20226 min read
Investment lessons the markets taught in 2021 (Part 1)
By LARRY SWEDROE Every year the markets provide us with lessons on the prudent investment strategy. They frequently offer remedial...
Robin Powell
Jan 11, 20228 min read
Pondering the imponderables in 2022
The start of a new calendar year tends to draw out the forecasters. People are naturally curious to know about what the future might...
Robin Powell
Jan 10, 20225 min read
Should you avoid fund providers' model portfolios?
By LARRY SWEDROE Many asset management firms play a dual role by simultaneously sponsoring funds and providing investment model...
Robin Powell
Jan 7, 20225 min read
Spending decisions that end up costing a million dollars
One of the challenges investors face is to put enough money away to ensure they don't run out of money later in life while also enjoying...
Robin Powell
Jan 6, 20226 min read
Nudges are still the best way to tackle investor inertia
Human beings are inherently bad at making sacrifices today for the long-term welfare of themselves and their offspring. We see that in...
Robin Powell
Jan 5, 20224 min read
Have zero commissions reduced overall trading costs?
By LARRY SWEDROE In October 2019, five major U.S. brokerage firms — Charles Schwab, TD Ameritrade, E*TRADE, Ally Invest and Fidelity —...
Robin Powell
Jan 4, 20225 min read
Is today's market conducive to successful active management?
A meaningless phrase we hear at the start of every year is "this is a stockpicker's market", or "this is the year for active management"....
Robin Powell
Jan 3, 20223 min read
What impact have new accounting standards had on quant funds?
By LARRY SWEDROE Quantitative funds (funds that use systematic, rules-based strategies) are a large and growing player in the U.S. equity...
Robin Powell
Dec 31, 20215 min read
Carbon beta: what it is and why it's useful
By LARRY SWEDROE At the beginning of 2021, asset owners and investors representing over $100 trillion had signed on to the UN Principles...
Robin Powell
Dec 28, 20215 min read
Is there a sin stock premium?
By LARRY SWEDROE According to the 2020 Report on U.S. Sustainable and Impact Investing Trends, environmental, social and governance (ESG)...
Robin Powell
Dec 24, 20213 min read
A one-page financial plan? Yup, that really is enough
It might have been Albert Einstein who said that if you can’t explain something to a six-year-old, you don’t understand it yourself. It’s...
Robin Powell
Dec 22, 20213 min read
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