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Just stand there

  Market analysts and commentators in the United States have become increasingly anxious in recent weeks about trade wars, mainly with China. The Dow Jones dropped below 25,000 on Friday, falling 1.4% on the day, amid concerns over President Trump’s  threat to impose escalating tariffs on Mexico. The selloff capped the Dow’s sixth straight losing week, the...

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Why should investors pay for overtrading fund managers?

More than 40 years after writing his famous book Winning the Loser’s Game, Charley Ellis is still brimming with insights into the investing industry. But one observation stands out from our last interview, in Cambridge during the summer. Active fund managers, Charlie explained,...

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Stuff your bips — just send us the bill

One of the reasons why investors struggle to grasp quite how much they’re paying to invest is that the figures quoted seem deceptively puny. Charges are usually expressed as a percentage, or sometimes as basis points. One basis point (or bip) is one-hundredth...

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A Christmas letter from the fund industry

  Dear clients Yes, it’s that time of year again when thoughts turn to mulled wine, mistletoe, bonuses, mince pies, bonuses.. and those less fortunate than ourselves (which in our case is pretty much everyone).

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Encore! Another look at our greatest hits so far

10. The man with the big picture — an interview with Barry Ritholtz (Part 1) One of the companies that’s setting the standard for advisory firms of the future is Ritholtz Wealth Management. I recently met its founder, Barry Ritholtz, at his office in...

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The only reason to read annual market forecasts

It’s that time of year again when investors are bombarded with annual market forecasts.

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#SFTW: There’s probably never been a better time to be an investor

SOMETHING FOR THE WEEKEND   Michael Batnick from Ritholtz Wealth Management writes one of the most popular investing blogs for Millennials, The Irrelevant Investor. In the second and final part of our interview, Michael explains his belief that investors have probably never had...

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