BAM Intelligence

Post-WWII U.S. Stock Returns and the Triumph of Optimism

Larry Swedroe unpacks a new study suggesting that U.S. stock returns are now less about economic growth and more about shareholders. Read more

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Climate Change Investing Research

Larry Swedroe unpacks a recent study investigating how mutual funds respond when investors call for climate responsibility and what it could mean for investors who express their social preferences through fund selection. Read more

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Active Management’s Impact on Returns and Volatility

After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study’s findings inform what we know about active mutual funds, active share, and volatility. Read more

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‘Passive’ Market Efficiency Works

Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency. Read more

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Does Money Buy Happiness?

Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. Read more

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