The Evidence-Based Investor

No sales agenda. No marketing spin. Just the evidence.

Poor fund performance is a global problem — an interview with Craig Lazzara (Part 2)

Posted by Robin Powell on November 17, 2015

Since S&P Dow Jones issued its first SPIVA report 2002, this twice-yearly scorecard on active fund performance has consistently shown that, in the US, actively managed mutual funds routinely underperform their respective benchmarks in every asset class and almost every style. But, as Craig Lazzara, global head of index investment strategy for S&PDJI explains, the […]

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It’s time to get tough on investing gobbledygook

Posted by Robin Powell on November 16, 2015

The investing industry is like a foreign country; they do things differently there. For a start they operate by a completely different set of rules to other sectors; they enjoy average levels of pay most professions can only dream about; and the major players generate the same sort of media interest as celebrities do.

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#SFTW: 1 in 5 millennials will live to 100. Better start saving

Posted by Robin Powell on November 13, 2015

SOMETHING FOR THE WEEKEND   There was a wake-up call for millennial investors this week with the publication of the latest BlackRock Investor Pulse Survey. Apparently, on average, those aged between 25 and 34 predict they will only live to see their 79th birthday. In fact the average 30-year-old can expect to reach 90 and […]

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Greater longevity comes at a huge price

Posted by Robin Powell on November 13, 2015

There are few experiences more sobering than walking round a graveyard, surrounded by the mortal remains of your ancestors.

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