The Chart Room

Writing for the London Business School Review, Professor Steven Schaefer weighs in on active vs. passive investment management.  To analyze the topic, he highlights his 2017 conversation with Nobel Prize winner Professor Eugene Fama, which took place at the London Business School’s 3rd Annual Insight Summit Conference.

Read the Article
 

When stock markets plummet or reach all-time highs, many financial media outlets are lining up to tell you what’s best for your investments. Harold Pollack wrote this piece for The Atlantic which does a great job of explaining the pitfalls of trying to time the market and makes a call for practical and real financial advice.

Read the Article

Writing for the New York Times, Carl Richards looks at behavioral economics and how investors react to noise and signals in the stock market. His advice: create an investment plan that is aligned with your personal goals and not with the media headlines.

Read the Article

In this article, Ross Kerber of Reuters explores why 85% of active large-cap stock funds are lagging their benchmarks. Kerber explains how active managers are trying to attract attention to capture and retain business.

Read the Article

“Watch the fees and don’t look back.” This quote is the take away from an article in the New York Times which details the findings of a recent Morningstar study that shows how low-cost funds are more likely to succeed.
Read the Article

Dougal Williams, CFA offers his insight on the success of Dimensional Fund Advisors (DFA) mutual funds in this article published by Advisor Perspectives.
Read the article