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27 April 2025
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Equity indices have evolved over time, led by step-changes in our ability to manipulate data. Despite the rise of passive investing, they weren't initially meant to be investment tools.
The S&P 500 has become an increasingly concentrated index, with the returns of the top seven stocks far outpacing the average stock in the index. History suggests the next decade will see a reversal of this pattern.
The S&P/ASX 200 index is one of the most concentrated sharemarket indices in the world. Equal weighted indices can offer an alternative and have historically outperformed their market capitalisation counterparts.
A surprisingly small number of stocks usually drive index performance, and active managers who miss these few companies can struggle to perform and justify their active fees.
Non price-weighted index investment strategies, commonly dubbed 'smart beta', are growing in popularity, but as one fund can be structured differently from the next, are there any features to watch out for?
Index and asset allocation specialists, Research Affiliates, have tested a theory they call the ‘Rip van Winkle’ approach. It uses a cap-weighted index portfolio drawing the data from 20 years earlier to prove a point.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?
Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.
Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.