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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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Stop playing market whack-a-mole
You’re sitting in your favourite restaurant, feeling famished. The waiter arrives and reads out a long list of mouth-watering specials....
Robin Powell
Sep 1, 20204 min read
You get what you don't pay for
We've written many times about the SPIVA scorecard from S&P Dow Jones Indices. But Morningstar has its own ongoing measure of active fund...
Robin Powell
Aug 31, 20204 min read
Playing as a team
LOOK AT IT THIS WAY On paper, the football team looked unbeatable. Freed of a salary cap, the coach had opened his chequebook and bought...
Robin Powell
Aug 30, 20202 min read
Thoughts on Mark Dampier's retirement
By ROBIN POWELL It’s the end of an era. After 38 years in the UK asset management industry, Mark Dampier, the former head of research at...
Robin Powell
Aug 28, 20202 min read
A strategic approach to rebalancing
By LARRY SWEDROE Rebalancing is the process by which a portfolio’s “style drift” caused by market movements is eliminated or minimised....
Robin Powell
Aug 28, 20206 min read
Cut yourself some slack
By JONATHAN CLEMENTS We all want the good life, though we’d likely differ on what exactly that is. Still, our wish list might include...
Robin Powell
Aug 27, 20204 min read
What do investors and trial juries have in common?
Stories help us to understand the world, but we should be aware of their shortcomings in complex environments.
Robin Powell
Aug 26, 20204 min read
Stocks have lagged bonds since 1970. Why?
By JOACHIM KLEMENT We all know that both stocks and bonds have benefited from declining interest rates over the last couple of...
Robin Powell
Aug 25, 20202 min read
Is going to university worth the cost?
By JASON BUTLER At age 18, Abigail Sweeney was passionate about computer science and the potential for more women to have a role in the...
Robin Powell
Aug 24, 20205 min read
The All Weather Portfolio explained
By NICK MAGGIULLI Imagine a portfolio that you can own for life. A portfolio that does well during inflation and during deflation. A...
Robin Powell
Aug 22, 20207 min read
The cost of anticipating corrections
By LARRY SWEDROE The sharp rally in the S&P 500 Index from the March 23, 2020, close of 2,237 to the close on April 20 of 2,823 has led...
Robin Powell
Aug 21, 20206 min read
A club for every shot
LOOK AT IT THIS WAY Any golfer knows that club selection can be a significant contributor to the success or otherwise of their game....
Robin Powell
Aug 20, 20203 min read
Is your value fund bad for the planet?
It's well documented that the premium associated with value stocks is long overdue. So now is not a good time to lose patience with it....
Robin Powell
Aug 18, 20206 min read
Got your degree? Now make yourself indispensable
Of all the years to be a job-seeking graduate, 2020 might be the toughest yet . Uncertainty faces almost every industry and mass job...
Robin Powell
Aug 17, 20203 min read
Don't invest like you were Don Quixote
Much of the media commentary around markets and investing positions the individual as a heroic figure, pitching his or her expertise...
Robin Powell
Aug 16, 20204 min read
What keeps me going
By ROBIN POWELL When my Regis Media colleagues and I started producing content for financial advice firms, one of our first clients...
Robin Powell
Aug 15, 202013 min read
Markets are more efficient than you think
Robin writes: I must say, I'm not the biggest fan of factor-based investing. It's not just that I prefer the simplicity of...
Robin Powell
Aug 14, 20205 min read
Should you invest in one go or in instalments?
Robin writes: There are certain questions in investing for which there isn't a right or a wrong answer. This is definitely one of...
Robin Powell
Aug 13, 20203 min read
The one asset you need to protect
By LESLEY GREGORY Human capital is our personal ability to increase our wealth. Just as you try to protect your financial capital, it’s...
Robin Powell
Aug 13, 20204 min read
12 reasons why high-flying professionals fail at investing
Robin writes: Many years ago, at an investment conference at a prestigious Oxbridge college I sat next to the college bursar at dinner....
Robin Powell
Aug 12, 20208 min read
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