Larry Swedroe unpacks a review of SPIVA persistence scorecard data that indicates, over time, it’s been increasingly difficult for active equity funds to stay at the top. Read more
A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate. Read more
One way to evaluate an equity factor’s pervasiveness is to determine whether it provides a premium at the sector/industry level. With this metric in mind, Larry Swedroe unpacks new research that shows the value and profitability factors pass the test. Read more
Larry Swedroe summarizes the recently released mid-year 2018 SPIVA report, which once again offers powerful evidence regarding active management’s inability to persistently outperform. Read more
When it comes to understanding and then accepting the nature of the investment risks that you’ll have to live with over time, forewarned is forearmed. Larry Swedroe puts the size and volatility of equity premiums into better perspective. Read more
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