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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 small value stocks rebounded
By LARRY SWEDROE Over the period 2017-2020, U.S. small value stocks experienced a historic drawdown relative to U.S. large growth stocks....
Robin Powell
Nov 16, 20213 min read
Adviser-branded versions of Robin's book
Robin writes: I gave a presentation to financial advice firms for Dimensional Fund Advisors the other day. One of the issues we discussed...
Robin Powell
Nov 14, 20212 min read
Tactical allocation vs static indexing: which one wins?
Tactical asset allocation sounds like a great idea. What's not to like about a fund that switches between different asset classes in...
Robin Powell
Nov 12, 20214 min read
RIP Carolyn Gowen, a friend to investors everywhere
Robin writes: I'm so very sad to learn of the passing of my former colleague and fellow TEBI contributor Carolyn Gowen. Carolyn was a...
Robin Powell
Nov 11, 20213 min read
A timeless book every investor should read
Among the giants of finance, few have had an influence as far-reaching as John Bogle. While the Vanguard Group founder and indexing...
Robin Powell
Nov 11, 20214 min read
Should sustainable bond investors expect lower returns?
Much attention has been given in recent years to whether or not sustainable investors can expect to receive higher or lower returns for...
Robin Powell
Nov 9, 20216 min read
What to look for in an index
Just because you decide you want to index, that doesn't mean you have no more decisions to make. There are still some key choices ahead...
Robin Powell
Nov 7, 20218 min read
How good are institutions at selecting private equity managers?
By LARRY SWEDROE Assets managed by private equity managers grew from $130 billion in 1998 to $2 trillion at the end of 2018 . But has the...
Robin Powell
Nov 5, 20216 min read
ESG investing explained
As speaker after speaker at the COP26 summit in Glasgow has reminded us, global warming is a huge threat to the planet and requires...
Robin Powell
Nov 4, 20213 min read
A precious investment lesson from JRR Tolkien
"Precious, precious, precious!" Gollum cried. "My Precious! O my Precious!" And with that, even as his eyes were lifted up to gloat on...
Robin Powell
Nov 3, 20215 min read
Corporate culture as intangible asset
There are several different types of intangible assets that companies have. Brand recognition, good will and intellectual property are...
Robin Powell
Nov 2, 20216 min read
Markets can't fix climate change on their own
The world has procrastinated for so long on climate change that we're now at "one minute to midnight". That's the stark warning from...
Robin Powell
Nov 1, 20215 min read
How does carbon risk impact on fund returns?
Fund managers and investors are becoming increasingly mindful of carbon risk and how climate change will impact the value of portfolios...
Robin Powell
Oct 29, 20214 min read
Are we living in the 1970s all over again?
Is it just us, or have you recently had the feeling that you went to bed in 2021 and woke up the next morning in the middle of the 1970s?...
Robin Powell
Oct 27, 20214 min read
Why have the FAANG stocks been so dominant?
Much attention has been given in recent years to the so-called FAANG stocks — hugely successful firms like Facebook and Amazon which have...
Robin Powell
Oct 26, 20215 min read
Learning to say no is key to a fulfilling life
Robin writes: So much has been written about time management in recent years that you’d be forgiven for wondering whether everything that...
Robin Powell
Oct 25, 20213 min read
Emerging markets: what investors need to know
Emerging markets are developing nations whose economies are becoming more engaged with global markets as they grow. Typically they are...
Robin Powell
Oct 23, 20212 min read
Business leaders and clergy more likely to panic sell — study
One of the fascinating things about behavioural finance is that its findings are often the opposite of what we would expect. A new study...
Robin Powell
Oct 22, 20214 min read
A good job requires more than a good salary
By ROBIN POWELL One of the highest forms of wealth, the author and behavioural expert Morgan Housel recently wrote , is having a career...
Robin Powell
Oct 21, 20213 min read
Active managers failed their Covid test, Morningstar shows
It's often claimed that active management comes into its own during periods of volatility. But the latest instalment of the Morningstar...
Robin Powell
Oct 20, 20216 min read
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