BAM Intelligence

Current Valuations, Forward-Looking Returns and Disrupted Expectations

Larry Swedroe on what today’s market indicates for forward-looking returns, and what you can do in response. Read more

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Persistence Among Active Funds Is Hard To Come By

Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management’s continued failure to persistently outperform. Read more

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Why Investors Defy the Evidence and Continue to Play the Loser

Larry Swedroe offers some explanations of his own, then unpacks a study that suggests a form of the conjunction fallacy has a role in active management’s survival. Read more

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Know Your Risk Inclinations and Investor Personality

Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each. Read more

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Dividend Policy and Global Stock Returns

Larry Swedroe reviews a new study into how a country’s aggregate dividend payout rate affects its equity returns. Read more

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