Climate Change Investing Research

May 17, 2019  // BAM Article

Larry Swedroe unpacks a recent study investigating how mutual funds respond when investors call for climate responsibility and what it could mean for investors who express their social preferences through fund selection. Read more  Read More

Stock Volatility and Trade Tensions

May 15, 2019  // BAM Article

Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn't, consider taking in response to stock market turbulence amid trade tensions. Read more  Read More

Active Management’s Impact on Returns and Volatility

May 13, 2019  // BAM Article

After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study's findings inform what we know about active mutual funds, active share, and volatility. Read more  Read More

‘Passive’ Market Efficiency Works

May 8, 2019  // BAM Article

Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency. Read more  Read More

Does Money Buy Happiness?

May 2, 2019  // BAM Article

Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. Read more  Read More

R.I.P. Book Value?

May 1, 2019  // BAM Article

Jared Kizer explores whether the price/book value measure truly is discernibly inferior to other common metrics. Read more  Read More

Index Investing’s Market Impact

April 29, 2019  // BAM Article

Larry Swedroe unpacks new research into the impact that the rise of passive investing has had on securities lending, which plays an important role in stock market efficiency. Read more  Read More

Be More Purposeful With Seinfeld’s Productivity Hack

April 18, 2019  // BAM Article

Tim Maurer shares his system for channeling daily intentionality to boost productivity. Read more  Read More

Revisiting the Benefits of International Diversification

April 17, 2019  // BAM Article

The benefits of a global equity allocation may diminish as markets integrate, but they haven't just up and vanished. Larry Swedroe takes a multi-faceted look at the value of broad diversification, even in a flatter world. Read more  Read More

The Risk Warrior

April 12, 2019  // BAM Article

Janet Levaux sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification. Read more  Read More

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