Index Investor Corner

Swedroe: Recent Paper Swings & Misses

Morgan Stanley fails to make its case against passive investing. 

Index Investor Corner

Swedroe: Managing Risk With Factors

Factor diversification can help lower downside risk.

Index Investor Corner

Swedroe: Why Trend-Following Works

A look at a recent AQR review of a century’s worth of evidence.

Index Investor Corner

Swedroe: Value Needs Cash To Excel

Value performs better when there’s also exposure to the cash factor.

Index Investor Corner

Swedroe: Active Won’t Save Your Retirement

A low-return environment doesn’t mean investors should switch to active management to meet their financial goals.

Index Investor Corner

Swedroe: Past Performance Deceives

Latest research confirms what has long been known.

Index Investor Corner

Swedroe: Zombie Advice Won’t Die

‘Sell in May’ strategy has no rational backing and doesn’t work all that well, but it gets resurrected every year.

Index Investor Corner

Swedroe: Time-Series Momentum Persists

New out-of-sample evidence backs up existing research.