Larry Swedroe
Freelance Contributor at Freelance
My life's mission is to educate people about the right way to invest. Author of 18 books on investing, the latest of which is Enrich Your Future
Articles
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1 week ago |
morningstar.com | Larry Swedroe
In my last column, I discussed how a combination of events has created opportunities in the private equity space. In this article, I’ll turn to an important consideration: the persistence of performance in private equity.
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1 week ago |
fa-mag.com | Larry Swedroe
Even those with well-developed investment plans can see those plans fail for reasons that have nothing to do with investments. A plan could fail because of the premature death of the breadwinner and there is not sufficient life insurance to provide for the family. Or it could fail because of an auto accident that results in a large judgment and there is not sufficient liability insurance in the form of an umbrella policy.
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1 week ago |
bankeronwheels.com | Larry Swedroe
Investors have always disliked uncertainty. 2020’s COVID sell-off or today’s ongoing tariff battles are perfect examples of why. When new tariffs were announced, markets reacted sharply, with volatility spiking and investor confidence shaken. The recent escalation in tariffs has led to significant downward pressure on U.S. stocks and those of other countries directly impacted. While policy uncertainty remains high, volatility is likely to persist and can be overwhelming.
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1 week ago |
alphaarchitect.com | Larry Swedroe
The financial research literature has found that the performance of assets (and factors) can vary substantially across regimes (for example, see here and here)—factor premiums can be regime dependent. Unfortunately, the real-time identification of the current economic regime is one of the biggest challenges in finance.
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1 week ago |
larryswedroe.substack.com | Larry Swedroe
As we turned the calendar to 2025, market Wall Street market strategists put out their forecasts for the coming year. Do those forecasts have any value? Should you be paying attention? A large body of research (for example, see here and here) has found that market forecasts by so-called experts are no better than random. Neither are survey forecasts (the wisdom of crowds).
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My latest Wealth Management article examines the increasing role of alternatives by public pension plans. https://t.co/YK1UQjaV4z
My latest Substack article examines new research on how individual investors research stocks https://t.co/6n5tx3cDbR
My latest Alpha Architect column examines new research on Momentum, Enhancing Industry Momentum Strategies: Finding Hidden Neighbors https://t.co/90tDORPHFG