Indexing Will Fail Investors in Coming Decade

A recent article in MarketWatch argues that equity investors are facing market conditions which will “no longer deliver acceptable returns”, even for index investors. “A fundamentally different, outside-the-box approach to…

CEO Pay and Performance Often Mis-Matched

“The best-paid CEOs don’t necessarily run the best-performing companies,” according to a recent article in The Wall Street Journal. The article explains that, although corporate boards try to link top…

Factor Performance in First Quarter

A recent article in Advisor Perspectives provides an overview of the performance of various factors in the first quarter of 2018. Noting several developments that led to increased market volatility…

Common Mistakes in Factor Investing

By Jack Forehand (@practicalquant) —   With the release of Michael Batnick’s new book “Big Mistakes: The Best Investors and Their Worst Investments” last week, the topic of mistakes in investing has…

Rob Arnott on Indexing

A recent article in Barron’s outlines recent research by “modern-day Socrates” Rob Arnott, founder of Research Affiliates, which suggests “index-fund managers are willfully ignoring low-hanging alpha—the ability to beat the…

How Long is Long Term in Investing?

By Justin J. Carbonneau (@jjcarbonneau) —  As investors, we are taught to try and think long term. The story goes something like this — invest in stocks, stay disciplined and…