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Europe's active managers failed the test in 2020
We reported the other day on the latest Active/ Passive Barometer from Morningstar. The semi-annual scorecard used to focus exclusively...
The risks in buying individual stocks
By LARRY SWEDROE — Robert Barker, It’s Tough to Find Fund Whizzes, BusinessWeek.com, December 17, 2001 When it comes to investing, we...
US active managers flopped again in 2020 — Morningstar
If you work in financial services or the financial media and you're not yet familiar with the Morningstar Active/ Passive Barometer, it's...
After Cowspiracy and Seapspiracy, is it time for Fundspiracy?
It’s ten years since I first started writing about the skeletons in the closet of the investing industry. In that time, I’ve often...
The ESG momentum trade is fraught with danger
ESG stocks have enjoyed a stellar run, and sustainable investment funds continue to report healthy inflows. In the long term, ESG...
The uncanny parallels between Neil Woodford and Bill Gross
One was American, the other a Brit. One was a bond investor; the other made his name picking blue-chip stocks. But both Bill Gross and...
Sustainable investing is about returns we may never notice
By JOE WIGGINS At its heart, the shift towards sustainable investing is driven by the disconnect between the attempt of companies to...
Do investors allocate optimally to ETFs?
The tax benefits, along with their low costs, has led to the dramatic growth of exchange-traded fund (ETF) assets. Assets under management...
Bernstein: Free trading is like giving chainsaws to toddlers
William Bernstein is one of the most intelligent and widely read people I’ve met. He’s also a brilliant writer; is surely one of the...
¿Se debería incluir el Bitcoin en las carteras?
El pasado mes el precio del Bitcoin subió por encima de los 40000 USD por primera vez. Hace 5 años, a finales del 2015, un Bitcoin se...
There's more to life than trading stocks
Information overload Stuff happens An easier way Are YOLO traders undermining efficient markets? Picture: Vidar Nordli-Mathisen via Unsplash
Do we become better investors as we age?
Do older investors earn higher returns than younger investors? Intuitively, you may have thought so, given their greater experience and...
Latest figures offer little comfort for Canada's stockpickers
Beating the index over meaningful timeframes — over, say, 20, 25 or 30 years — is extremely challenging. Only a very small proportion of...
Fintech is booming — but can Britain keep up?
More M&A in 2021 Asset & wealth management Britain's leading position at risk Emerging global trends Are YOLO traders undermining...
Indexed annuities: Have you been framed?
By LARRY SWEDROE You are the commanding officer of 600 troops surrounded by the enemy. After careful analysis, you determine you have two...
The impact of style bias on the latest SPIVA data
By CRAIG LAZZARA from S&P Dow Jones Indices Last week S&P Dow Jones Indices released its SPIVA U.S. Year-End 2020 Scorecard . As has...
The impact of style bias on the latest SPIVA data
By CRAIG LAZZARA from S&P Dow Jones Indices Last week S&P Dow Jones Indices released its SPIVA U.S. Year-End 2020 Scorecard . As has...
Money is only one aspect of retirement planning (2/2)
Just as a successful career requires careful planning, so does a successful retirement — and we're not just talking about ensuring you...
Money is only one aspect of retirement planning (1/2)
There are so many new books on money, investing and retirement being published that it’s hard to keep track. In many cases the advice...
Woodford — a tale of complacency, incompetence and deceit
There was a b rilliant review of Owen Walker 's account of the Woodford scandal, Built on a Lie , in The Times on Saturday by Edward...
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