Index Investor Corner

Active Large Cap Hot Streak Doesn’t Add Up

Recent claims of active equity outperformance are overblown.

Index Investor Corner

Swedroe: World Isn’t Flat—Invest Accordingly

Reports of the death of diversification’s value have been greatly exaggerated.

Index Investor Corner

Swedroe: Hazards Of Individual Stocks

Most stocks underperform, which is why diversification matters.

Index Investor Corner

Swedroe: Active Even Fails Institutions

Despite lower fees, institutional active funds still underperform indexes.

Index Investor Corner

Swedroe: Beyond Efficient Markets

MIT professor Andrew Lo’s adaptive markets hypothesis considers investor irrationality.

Index Investor Corner

Swedroe: Active Falls Short With Bonds, Too

Despite one CIO’s claims, actively managed bond strategies still fail to outperform passive approaches.

Index Investor Corner

Swedroe: Fundamentals Vs. Price

Fundamental momentum may be just as robust a factor as price momentum.

Index Investor Corner

Swedroe: Volatility As A Strategy

A look at evidence around the volatility risk premium.