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Most investors either ignore emerging markets or hand their money to active managers who underperform. Academic research points to a better approach: factor investing in emerging markets, targeting the company characteristics that have persistently driven higher returns.

The tech sell-off wiped more than $800 billion from software stocks alone. Here are seven lessons evidence-based investors should take from it — and three things it doesn't tell us about what comes next.

A fiduciary manager presents performance data to pension scheme trustees — but who's checking whether those numbers tell the full story?

Sunday Times columnist Ian Cowie's Apple ten-bagger makes a great story, but is it evidence that stock picking works? His own readers want benchmark comparisons — and the data is firmly on their side.

Avantis ETFs give UK investors direct access to systematic factor investing for the first time. Here's why I own three of them — and what could go wrong.

Consumer tests found ChatGPT scoring just 64% accuracy on financial questions. Accountants report clients losing real money. This Deep Dive examines what AI investment advice actually gets wrong — and what to do instead.

Investment platform fees vary wildly — and small differences compound into serious money over time. Here's how to work out what you're really paying and whether it's time to switch.

Bubble warnings spiked in late 2025, then faded — but AI stock valuations haven't budged. New research analysing over 5,000 crashes reveals why that's significant: at genuine peaks, warnings are rare and sceptics are ignored. Widespread concern may actually signal safety.

Billions are fleeing private credit funds as returns slide and redemptions surge. Financial historian Mark Higgins warns that retail investors aren't being offered a seat at the table — they're being positioned at the end of a speculative supply chain, left to absorb risks the smart money no longer wants.

What if Buffett's investment strategy was never about genius? New research shows 87% of his returns came from factors anyone can access.

New Morningstar research reveals the link between fund fees and performance has strengthened dramatically. A decade ago, some expensive funds generated enough alpha to partially justify their costs. Today, fees explain almost everything. The skill component has essentially vanished.

Active fund managers keep warning about passive investing's dangerous rise. But new research covering $784 billion in institutional assets reveals active management still dominates — capturing 97% of all fees paid.

The investment factor reveals a counterintuitive truth: companies that spend aggressively on growth tend to deliver lower returns than their cautious peers. With Big Tech pouring hundreds of billions into AI infrastructure, six decades of academic evidence suggest investors should be sceptical.

Terry Smith blames index funds for Fundsmith's five-year slump — but international market data, factor analysis, and 2024's high-dispersion conditions tell a different story. Here's what the evidence actually shows.

Buffer ETFs are designed to limit stock market losses over a set period, usually in exchange for capping potential gains. Now becoming available to UK investors, these downside protection ETFs use options to cushion falls in markets such as the S&P five hundred. This article explains how buffer ETFs work, what they cost, and whether the trade-offs are worth it for long-term investors.

Why do mutual funds underperform? New research from the University of Sydney reveals that at least 55% of fund performance is attributable to luck, not skill. Worse, luck actively predicts future underperformance: lucky funds attract inflows, grow too large, and lose their capacity to generate returns. Morningstar's five-star funds significantly underperform one-star funds in subsequent periods. Stop chasing yesterday's winners and own the market at low cost.

New research analysing 153 years of US market data reveals why expected stock returns over the next decade are likely to disappoint. The three forces driving returns — dividends, earnings growth, and P/E changes — rarely pull together when valuations are stretched. With the Shiller CAPE at 40 for only the second time in history, the maths suggests caution. Here's what disciplined investors should do.

Does the January barometer really predict stock market returns? This Wall Street saying claims January's performance forecasts the whole year. But the evidence tells a different story. While the pattern appears accurate roughly 70% of the time, this success rate is misleading — markets rise in most years anyway. Before betting your portfolio on this calendar superstition, discover what the data actually shows.

The most valuable New Year's resolution for investors in 2026? Tune out the noise. The evidence is clear: market forecasters are no better than coin flippers, yet we keep listening. Here's why ignoring predictions might be the best investment decision you make this year.

S&P 500 concentration risk is at historic highs. If you own a global tracker, your portfolio may be far less diversified than you think. Here's what you can do about it.