BAM Intelligence

Why Active Management Still Fails

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

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Market Volatility and Equity Performance

When stock markets drop, it can be tough to see past the pain and recall that your investment plan incorporates such risks. To help you take the long-term view, Chief Investment Officer Jared Kizer puts October’s market moves into perspective. Read more

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Examining Value and Profitability Factor Persistence

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

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Credit Premium: Fact(or) Fiction

Jared Kizer revisits this question with a look at the historical justification for, and some facts and fiction regarding, the investment-grade credit premium. Read more

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Time Is Not on Active Management’s Side

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

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