Is giving investors voting powers on ESG a cop-out?
Fund management companies have upped their game on stewardship in recent years to help ensure that the influence…
Is delegating voting powers on ESG to investors a cop-out?
Through the voting powers that come with large shareholdings, fund management companies have huge influence over the way…
Three reasons why indexing works and continues to grow
Why index? Simply put, because indexing works. The alternative — active investing — may work, but the overwhelming…
Financial context is everything
How you think about money is heavily influenced by your financial context. And that can only be changed…
Should you still invest in bonds?
Invest in bonds is bonds is about the last thing you feel inclined to do just now.…
Eight key takeaways from 20 years of SPIVA data
20 years ago, a team of researchers at S&P Dow Jones Indices decided they would provide an ongoing…
Put options: Do they actually achieve anything?
Put options are financial derivatives that give buyers the right, but not the obligation, to buy or sell…
Is the growth of passive investing messing with the markets?
The growth of passive investing has been one of the biggest, indeed arguably the single biggest, development in…
Active money management is like a love song
Romance and active money management are rarely mentioned in the same breath. But neuroscientists have shown that they’re…
Volatility and risk are not the same thing
Volatility and risk are often misunderstood. The terms are sometimes used as if they were interchangeable. But they…
Don’t give in to negativity
Robin writes: Live every journalist, I’m a news junkie. Every day begins with half an hour on the…
When you retire can make a huge difference
Evidence-based investing is all about putting the odds of success of firmly on your side. It’s about leaving…
Three excuses editors give for not featuring index funds
Robin writes: Thankfully, there’s far more media coverage of index funds nowadays than there was a few years…
The stock market has no memory of recent falls
Let’s face it, 2022 has been a tough year for equity investors. The temptation when markets have had…
Is it wise to be a DIY investor or should you use an adviser?
It’s possible to be a DIY investor and to manage your portfolio and financial affairs on your own,…
How do small stocks perform in a recession?
By LARRY SWEDROE The stock market serves as a relocation centre at which money is moved from…
Predicting growth isn’t the same as predicting returns
By LARRY SWEDROE While growth stocks produced higher returns on assets and equities and faster growth in…
Indexing has saved investors $403 BILLION since 1996
Asset management, as Robin Powell, recently wrote, is the scary bill you never see. It’s huge, and if…
I learned to stay disciplined the hard way
It can be hard to stay disciplined in a bear market. In fact, the longer it goes on…
Mutual fund alpha as a predictor of stock returns
By LARRY SWEDROE Mutual funds (a type of institutional investor) are generally considered “smart money” that…
How good are analysts at forecasting earnings growth?
By LARRY SWEDROE In a recent article for The Evidence Based Investor I showed that while growth…
Valuations and earnings growth rates
By LARRY SWEDROE The expected rate of growth in future cash flows plays a pivotal role in…
Start planning the life you want to lead
Robin writes: It’s been nearly two years in the making, but today my new book, co-authored with…
The major incentive problem at the heart of active management
We often hear about the cost issue with active management and the fact that most active funds are…
The performance of small value stocks over economic cycles
By LARRY SWEDROE “The stock market serves as a relocation centre at which money is moved from…
A book we hope will help to change lives
This Thursday, 13th October, Bloomsbury will publish the new book by Robin Powell and JONATHAN HOLLOW, How To…
Has the rise of indexing made active outperformance even harder?
By LARRY SWEDROE Two strong trends have had a dramatic impact on the investment world over the…
Investment management, the scary bill you never see
Instead of focusing on cutting your food and fuel bills in the cost-of-living squeeze, find out what you’re…
Is there a link between GDP growth and emerging market returns?
Intuitively, you would expect there to be a positive correlation between GDP growth and stock returns. But what…
UK equity funds fared dreadfully in the recent downturn
Actively managed UK equity funds have not fared as badly as most of their peers across Europe in…