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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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The tariff crisis: How scared should investors be?
Legendary investor and mutual fund pioneer Sir John Templeton apparently once said: “The four most dangerous words in investing are 'This...
Robin Powell
Apr 12, 20255 min read
Did government bonds do their job in the tariff turmoil?
A debate has raged in recent years about the wisdom or otherwise of investing in government bonds. I’ve advocated their inclusion in portfolios for a very long time, and still do. But I have to say I’m less enthusiastic than I was, for reasons I’ll explain. But first, how did government bonds perform in the recent tariff crisis? After all, it’s when markets are volatile and stock values fall that bonds, such as Treasurys in the US and gilts in the UK, come into their own. As
Robin Powell
Apr 8, 20254 min read
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