Private debt funds: how have they performed?
By LARRY SWEDROE The Global Financial Crisis led to increased bank regulation and a reduction in banks’…
Charles Ellis on the game you shouldn’t play
Robin writes: I’m often asked to recommend books about investing. I tend to recommend two (other than Invest…
Active share has been a big disappointment
We’ve written many times about so-called closet index funds. These are funds that describe and market themselves as…
The disposition effect: why traders sell at the wrong time
To be a successful active investor, you don’t just need to buy the right stocks at the right…
Australia the only exception as fund managers flop again
All of the mid-year SPIVA scorecards from S&P Dow Jones Indices are now in. The reports summarise the…
Who owns tobacco stocks?
By LARRY SWEDROE Investing in the shares of firms with morally questionable business models (“sin” stocks, such…
Five truths about investing women should embrace
In most households it’s usually men who make the investment decisions. But, as ROBIN POWELL explains in this…
Taking a stand: confirmation bias
Since the pandemic began, confirmation bias has been identified by financial advisers as the second most prevalent investor…
How small value stocks rebounded
By LARRY SWEDROE Over the period 2017-2020, U.S. small value stocks experienced a historic drawdown relative to…
The future of work is flash-powered
The COVID-19 pandemic has fundamentally changed our concept of work, accelerating technology-driven trends and leading to the embrace…
Adviser-branded versions of Robin’s book
Robin writes: I gave a presentation to financial advice firms for Dimensional Fund Advisors the other day. One…
Tactical allocation vs static indexing: which one wins?
Tactical asset allocation sounds like a great idea. What’s not to like about a fund that switches between…
Farewell, Carolyn, a friend to investors and to me
Robin writes: I’m so very sad to learn of the passing of my former colleague and fellow TEBI…
A timeless book every investor should read
Among the giants of finance, few have had an influence as far-reaching as John Bogle. While the Vanguard…
How index investing can help tackle climate change
The first draft of an agreement setting out how countries will cut emissions to reduce global warming has…
Should sustainable bond investors expect lower returns?
Much attention has been given in recent years to whether or not sustainable investors can expect to receive…
Helping evidence-based advisers win business
There’s a large and growing demand for evidence-based advisers who genuinely want the best for their clients, says…
Past Champion
So you think you’re a rational investor?
By PATRICK CAIRNS For nearly two decades, a debate has been going on in the world of…
What to look for in an index fund
Just because you decide you want to index, that doesn’t mean you have no more decisions to make. There…
How good are institutions at selecting private equity managers?
By LARRY SWEDROE Assets managed by private equity managers grew from $130 billion in 1998 to…
ESG investing explained
As speaker after speaker at the COP26 summit in Glasgow has reminded us, global warming is a huge…
A precious investment lesson from JRR Tolkien
“Precious, precious, precious!” Gollum cried. “My Precious! O my Precious!” And with that, even as his eyes were…
Corporate culture as intangible asset
There are several different types of intangible assets that companies have. Brand recognition, good will and intellectual…
Markets can’t fix climate change on their own
The world has procrastinated for so long on climate change that we’re now at “one minute to midnight”.…
Have India’s active managers lost their mojo?
By ROBIN POWELL Our friends at S&P Dow Jones Indices have published a number of mid-year SPIVA…
How does carbon risk impact on fund returns?
Fund managers and investors are becoming increasingly mindful of carbon risk and how climate change will impact the…
Helping a “lost” generation to invest
By ROBIN POWELL Believe me, you don’t write a book for the money. It’s a hard slog,…
Are we living in the 1970s all over again?
Is it just us, or have you recently had the feeling that you went to bed in 2021…
Why have the FAANG stocks been so dominant?
Much attention has been given in recent years to the so-called FAANG stocks — hugely successful firms like…
Learning to say no is key to a fulfilling life
Robin writes: So much has been written about time management in recent years that you’d be forgiven for…