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What is evidence-based investing?
Nobody can establish who first used the phrase 'evidence-based investing', and no regulator defines it. Robin Powell, who was given the name by Larry Swedroe in 2015 and is sometimes wrongly credited with coining it, sets out what it actually means: four tests of what counts as evidence, borrowed from a medical parallel that hit the same crisis twelve years ago. Including where he goes further than a global tracker, and why he holds that position less firmly than he used to.

Robin Powell
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The role of "active fee" in fund selection
The authors of a new study have suggested a new measure that could be made available to investors when selecting funds for their...

Robin Powell
Jul 9, 20215 min read


Should you invest in a dividend ETF?
Dividend ETFs are popular strategies, but they are far from equal.

Robin Powell
Jul 8, 20214 min read


What a financial planner does
What does a financial planner do? While there is probably no consensus on the exact job specification for a financial planner in general,...

Robin Powell
Jul 7, 20213 min read


Patient investing is hard
By LARRY SWEDROE Patient investing is the ability to endure long periods of underperformance — adhering to your well-thought-out plan in...

Robin Powell
Jul 6, 20215 min read


Jason Zweig: Stock market games in schools are harmful
JASON ZWEIG was a guest on the Morningstar podcast The Long View the other day, and, not surprisingly, the episode is well worth listing...

Robin Powell
Jul 5, 20216 min read


How to think differently about diversification
By LARRY SWEDROE In his December 23, 2011, article, Taking a Chance on the Larry Portfolio , New York Times columnist Ron Lieber...

Robin Powell
Jul 2, 202114 min read


Factors in focus: Value (1/3)
Robin writes: Welcome to a new three-part series of videos on factor investing. It was produced by my colleagues at Regis Media for our...

Robin Powell
Jul 1, 20215 min read


Finding the total cost of investing is almost impossible
Five things investors need to know 2. FEES AND CHARGES ARE OPAQUE LOUISE COOPER is a straight-talking journalist who specialises in...

Robin Powell
Jun 30, 20215 min read


Fund boards are crying out for independent directors
Robin writes: I'm pleased to announce that I'm going to be writing a regular column for the True and Fair Campaign . Founded in 2012, the...

Robin Powell
Jun 29, 20212 min read


The pension time bomb: how worried should we be?
Much has been written about the pension time bomb. Demographic changes, we've been warned, will mean more and more people needing to draw...

Robin Powell
Jun 28, 20213 min read


The impact of recency bias on equity markets
By LARRY SWEDROE The basic hypothesis of behavioural finance is that, due to behavioural biases, markets make persistent mistakes in...

Robin Powell
Jun 25, 20215 min read


Has size contributed to value’s recent revival?
Both value stocks and smaller companies have outperformed so far this year. But since value-oriented companies are typically smaller than...

Robin Powell
Jun 24, 20212 min read


Louise Cooper: five things investors need to know
Louise Cooper: Five things investors need to know 1. COST IS VERY IMPORTANT LOUISE COOPER is a straight-talking journalist, based in...

Robin Powell
Jun 23, 20213 min read


Ken French on the danger of false positives
Coronavirus has taught us about the danger of false positives and false negatives — wrongly assuming that we either have, or don't have,...

Robin Powell
Jun 23, 20214 min read


The 60/40 portfolio ain't broke
If it ain't broke, the old adage goes, don't fix it. And for MARK NORTHWAY, that certainly applies to the classic 60/40 portfolio. With...

Robin Powell
Jun 21, 20213 min read


Passive growth makes it harder to generate alpha
You might have thought, intuitively, that the growth of passive investing would make it easier for active managers to generate alpha. But...

Robin Powell
Jun 18, 20214 min read


A mindful way to pay your bills
By ROBIN POWELL I started a mindfulness practice during lockdown. I’m not (at least not yet) a meditation evangelist. For a start,...

Robin Powell
Jun 17, 20211 min read


What does history tell us about the value rally?
By CRAIG LAZZARA from S&P Dow Jones Indices U.S. equity markets seemed to undergo a fundamental change of direction in September of last...

Robin Powell
Jun 16, 20212 min read


Should you buy stocks with very negative recent returns?
By LARRY SWEDROE There is a large body of research, including such studies as Do Investors Overpay for Stocks with Lottery-like Payoffs?...

Robin Powell
Jun 15, 20213 min read


Can you measure your financial wellbeing?
How can you tell if you are financially healthy?

Robin Powell
Jun 13, 20213 min read
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