Is passive investing setting prices?
This is the third part in a series examining the evidence behind the claim that passive investing is causing a bubble. For the previous part,
The market share of passive investing
This is the second part in a series examining the evidence behind the claim that passive investing is causing a bubble. For the first part,
Is passive investing causing a bubble?
Is passive investing really worse than Marxism? Is it creating a ‘frightening risk for markets’? Or are the concerns around passive investing nothing more than
The best investing blogs
Following on from my last article on ‘The best investing books for beginners’, which proved to be a popular post, I’ve compiled a list of
Smooth is what we aim for
Let’s say I offer you a simple gamble. You take £100 of your own money, then toss a coin. If it’s heads, you win 40%,
Why nobody likes diversification
I work as an investment manager, and a few years ago I had a boss called James (not his real name). His job was mainly
The market is crashing, what should I do?
So this is it. It’s times like these which separate the successful investors from the mediocre. The decisions you make now will be some of
International diversification: The evidence – Part 3
If you cast your mind back to this post (Against International Diversification), we saw some legitimate, evidence-based reasons which might support not diversifying internationally. Specifically,
Return expectations – 2020 edition
How much can a UK-based investor expect to make on their investments over the next 10 years? To help answer the question, I’ve collated 10-year
International diversification: The evidence – Part 2
In the previous post we saw that international diversification: Helps ensure one country’s drawdowns don’t affect your overall portfolio’s returns too much, Reduces risk through
International diversification: The evidence – Part 1
We owe a lot to the ancient Greeks. They laid the groundwork for a huge swathe of today’s society, including democratic government, philosophy, theatre, architecture,
Against international diversification
Given that I’m writing this the day after the UK left the European Union, a post on the perils of investing overseas seems appropriate. What
How diversified is the FTSE 100?
I recently attended a small presentation given by the CIO of one of Oxbridge’s college endowments. He was a typical economist – articulate and confident
Why is diversification so important?
GT Advanced Technologies was a sure thing. It was supposed to be the primary supplier of sapphire glass to Apple, which was going to be
What is diversification and why do I need it?
Reasons for why we need to diversify can be found in the most unlikely of places. The Battle of Stalingrad, with an anecdote courtesy of