Topic Guide

Welcome to the Occam Investing topic guide.

This page contains links to all articles written on the blog, as well as my ideas for future posts.

If you’d like to be notified when a new post is published, you can subscribe to receive updates via email.


Active vs passive performance – the evidence

Arguments for active management

Arguments for passive management

Debunking the myths of passive investing

  • The power of simplicity
  • The case for stocks
  • Equity – to hedge or not to hedge?
  • The case for bonds
  • Bonds vs bond funds
  • Bonds – to hedge or not to hedge?
  • Index funds vs ETFs
  • Avoiding hedge funds
  • Avoiding other alternatives
  • Avoiding gold
  • The best investing blogs
  • The best investing books for beginners
  • 10-year return expectations: 2020 edition
  • Smooth is what we aim for: ergodicity, the volatility tax, and not being stupid
  • Investor behaviour – behavioural biases and the behaviour gap
  • Avoiding the news
  • How does an ETF work?
  • Tax efficient investing
  • Understanding investment performance
  • How do I choose a good passive equity fund?
  • How do I choose a good passive bond fund?
  • Index funds vs ETFs
  • Individual bonds vs bond funds
  • A diversifier or a hedge? Understanding bond funds
  • Should I invest in the market or a BTL property?
  • Should I rent or buy?
  • Interest rate effects on stocks/bonds
  • Do I need a financial adviser?
  • Investing tips
  • Sequence of returns risk
  • Your returns depend on when you’re born – as do your perceptions of risk. Focus on what you can control.
  • The uselessness of peer group benchmarks
  • Why there will always be bubbles and crashes
  • Avoiding fads/The danger of speculation – how losses are disproportionately bad
  • ESG
  • Investment consultants