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Do capture ratios actually tell us anything?
By LARRY SWEDROE Investors concerned about risk care about more than just volatility. They also care about tail risk, including how...
Do capture ratios actually tell us anything?
By LARRY SWEDROE Investors concerned about risk care about more than just volatility. They also care about tail risk, including how...
ESG: the measurement challenge
The recent Glasgow climate change conference heard eye-watering numbers on the investment needed for the world to achieve net zero...
Private debt funds: how have they performed?
By LARRY SWEDROE The Global Financial Crisis led to increased bank regulation and a reduction in banks’ risk appetite. The reduction in...
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 your Way to Financial...
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 actively managed —...
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 time; you also have to decide which stocks...
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 performance of domestically focused...
Tobacco stocks: who owns them and why do they outperform?
By LARRY SWEDROE Investing in the shares of firms with morally questionable business models (“sin” stocks, such as tobacco, alcohol and...
Five truths about investing women should embrace
In most households it tends to be men who make the investment decisions. But, as ROBIN POWELL explains in this article for SCM Direct ,...
Taking a stand: confirmation bias
Since the pandemic began, confirmation bias has been identified by financial advisers as the second most prevalent investor bias and one...
Taking a stand: confirmation bias
Since the pandemic began, confirmation bias has been identified by financial advisers as the second most prevalent investor bias and one...
How small value stocks rebounded
By LARRY SWEDROE Over the period 2017-2020, U.S. small value stocks experienced a historic drawdown relative to U.S. large growth stocks....
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 of...
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 of the issues we discussed...
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 of the issues we discussed...
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 different asset classes in...
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 different asset classes in...
RIP Carolyn Gowen, a friend to investors everywhere
Robin writes: I'm so very sad to learn of the passing of my former colleague and fellow TEBI contributor Carolyn Gowen. Carolyn was a...
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 Group founder and indexing...
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