Charley Ellis: six nuggets of investment wisdom
Charley Ellis has been a voice of common sense in the world of investing for more than 50…
S&P and MSCI US indices: why the difference in performance?
By SHERIFA ISSIFU 2022 was the worst year for U.S. equity indices since 2008’s Global Financial Crisis,…
11 things the SVB collapse tells us about investor behaviour
By Joe Wiggins Before you stop reading, I promise this is not another explainer about the SVB…
Keeping calm amid the banking crisis
It’s been another volatile week on the global stock markets as investors grapple with the banking crisis in…
Three financial issues for women to consider in a divorce
Divorce is always a stressful experience, but it’s important for women in particular not to underestimate some crucial…
Putting the improved performance of US active managers in perspective
Relatively speaking, 2022 was a reasonably good year for U.S. active managers. Or was it? As Dr TIM…
Professor Lubos Pastor dispels six common investing myths
There are all sorts of examples in the investing area of claims that are repeated so often that…
Facts do not cease to exist because they are ignored
Robin writes: To be honest, part of me groans when another SPIVA report comes out. It’s not that…
Your true net worth is not about money
Some of us are fascinated with other people’s net worth. Just looks at the popularity of rich lists…
European active managers blew another big chance in 2022
Once again, European active managers failed to capitalise on a favourable market environment for active stockpickers in 2022.…
#How2Fund shortlisted for Business Book of the Year
When our book How to Fund the Life You Want was published by Bloomsbury, my co-author Jonathan Hollow…
Nearing retirement? Invest in friends, not just the markets
Many people worry about being poor in retirement, but, statistically, you’re far more likely to be lonely. And,…
Striving for investing perfection usually leads to disappointment
Robin writes: I confess to being a perfectionist. Everything has to be just so. In some areas…
How the different factors performed in 2022
By CRAIG LAZZARA Traditional investors think of portfolios (whether active or indexed) as collections of stocks. We can equally…
Dan Wheeler remembered
There have been a few key individuals who have revolutionised investing. You’ve probably heard of Jack Bogle. Gene…
What does a meaningful life look like?
Robin writes: It might be my age. Perhaps it’s the major bereavement I suffered in the run-up to…
Is this market ripe for stockpickers?
Robin writes: I’ll be honest, I’m not a fan of this question. Active managers will always say that…
Paul Lewis talks trust, social media and financial education
Robin writes: If you have quarter of an hour to spare, why not listen to my interview with Paul…
Munger: charging to underperform is a “deep moral depravity”
Charlie Munger was on sparkling form the other day at the latest Daily Journal’s shareholder meeting. Warren Buffett’s…
Will peak passive help or hinder active managers?
Robin writes: Some say we may be reaching peak passive — the point at which the extraordinary rise…
Stories almost always trump statistics
By JOACHIM KLEMENT We would like to think that investors use all the information available to them…
Why investors repeat the same mistakes
By JOE WIGGINS I started my investment career in 2004. Although equity markets had begun their recovery…
Five ways to get better with money in 2023
With the start of a new year, you can now put the past behind you, writes JASON BUTLER.…
Two up, one down: par for the course for yearly returns
The financial pages have made for pretty depressing reading since the start of last year. Stock markets fell…
UK investors pay a price for ignoring America
It can’t be said often enough that, for all investors, global diversification is critical. And yet, the world…
Advisers, there’s 10% off our video content in February
Robin writes: Here at The Evidence-Based Investor, we’re on a mission to help people lead better financial…
Paul Lewis: the financial industry is not your friend
Robin writes: Looking back, and knowing what I do now, I’m embarrassed at how naïve I used to…
Why did similar strategies perform so differently in 2022?
2022 was a very tough year for portfolio managers. It was largely a case of limiting the damage.…
UK investors are still too heavily concentrated in UK assets
UK investors have a world of opportunities at their fingertips. It has never been easier to gain exposure…
Light green or dark green? Most of us are in between
The fund industry increasingly talks in terms of light green and dark green when discussing ESG. Specifically, a…