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2 min read
Catherine Emerson

Not a Coincidence

S&P Dow Jones Indices recently issued their mid-year SPIVA® reports for the U.S., Australia, and Europe. Although one can sometimes find exceptions in the short run, the long-term results of

Value investing on the internet
3 min read
Dean Anderson

Did the internet kill value investing?

This article was originally published on The Herald online. On the back of an unbridled recovery of global tech stocks, is it time to say

3 min read
Stephen Upton

Have you caught the day trading virus?

COVID-19 has caused devastating harm to the health of millions around the world and to the livelihoods of billions with an inevitable economic recession. In

3 min read
Catherine Emerson

Active managers, where’s your alpha?

The data is in…and it’s the same old story. For years active managers have claimed that anyone can ride the bull market and they will

2 min read
Stephen Upton

Crashes Happen. Here’s What To Do.

It’s February 19, 2020: within 16 trading days the S&P 500 will fall over 20%. Six trading days later it will set a new record

1 min read
Catherine Emerson

Understanding what seems like the Darkest Hour

“It is always darkest just before the Day dawneth” Thomas Fuller Guest author: Chris Bennett of S&P Dow Jones Indices. Re-published with his permission. The bull market

1 min read
Catherine Emerson

A buffet(t) of historical performance

Guest authors: Chris Bennett & Craig Lazzara of S&P Dow Jones Indices. Re-published with their permission. Every May, Warren Buffett, Charlie Munger and 30,000 of

4 min read
Stephen Upton

Why you should not believe the “experts”

Our previous Whitecoat article demonstrated how full-time experts running funds and large portfolios can’t beat the market more than the probability of a coin toss.

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