Passive investing: what is it and how does it work?

Investing is a soap opera that provokes return-wrecking emotions. So reduce your emotional involvement to that of a car factory robot via automatic investing.

What are global equities when they’re at home, and why would you want to invest in a fund that puts money into them?

Vanguard has launched a new platform that enables UK investors to invest directly in its funds at a lower cost than with rivals.

SRI investing enables you to make a positive difference to the world and fight the nasty face of capitalism. Find out how.

Lars Kroijer explains how to match your bond allocation to your time horizon, and considers what kind of returns you might enjoy. (Or not enjoy, these days…)

Mr Market invites us round for tea and cake and gives us a foot rub. Are things going too well?

Why are we told to own very low risk assets in our portfolio, and what kinds of investments fulfill this role?

Warren Buffett doesn’t have to champion index funds, but because the maths favours them for almost all managers, he does. Don’t bet against him.

Want to listen to a smart discussion about passive investing? Try this interview with Michael Mauboussin, which heads entertainingly into the weeds…

Calendar rebalancing is the simplest way to rebalance and ensures that your portfolio doesn’t get bloated with risk. But how frequently should you do it?

Has the world become too risky for passive investors with Donald Trump as president? Lars Kroijer says it’s more complicated than that…

We pop the bonnet on a couple of multi-factor ETFs that promise greater returns and diversification. What’s not to like? I’m sure we’ll find something…

The Slow & Steady passive portfolio leapt up by 25% in the last year. So if you’re a passive investor who stuck to your mechanical guns then you’re probably feeling a lot better off now than back in January 2016. At that point our psyches were screeching like fingernails down a blackboard as the major world equity markets slid into [...]

Fund ratings and Best Buy lists are biased against index funds, and are best ignored by passive investors.

UK inflation-linked gilt funds are full of long-dated bonds, potentially exposing you to far more risk than you realise.