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.
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.
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.
The 10th anniversary of the great financial crisis has led many investors to seek guidance on how to prepare for the next market downturn. Larry Swedroe shares some lessons to help investors weather the next crisis with confidence.
The low-beta anomaly may be persistent and pervasive across the globe, but, Larry Swedroe writes, research shows its returns are explained well by other now-common factors and its premium is dependent on certain circumstances.