When it comes to investing in actively managed funds, the opaque charges can have an impact on your returns. Here's what you need to look out for...
Investors today may be investing for at least 50 years. It's therefore important to take a long-term view. Professor Russell Napier explains why diversification is the key to success
The media and many investors often see past performance as a significant indicator of future returns. But, using past performance to determine if a fund will outperform the market over the long term rarely reaps rewards. Here's why...
It can be tempting for investors to want to manage their own investments without the help of a financial adviser. This can be risky, and here's why...
Financial advisers and financial planners will use words like risk and volatility and assume that everybody knows what they mean. Financial writer and podcaster, Carl Richards, explains why the two often get confused...
David Chambers, from Cambridge Judge Business School, explains his thoughts on investors applying the Yale Model to their investment portfolios
It’s even more critical than before to work out exactly how much you’re paying to invest, especially as some costs are hidden, or extremely difficult to find. Jeff Ptak, Morningstar’s Global Director of Manager Research, explains further...
The evidence shows that men and women often have different attitudes towards investing. Dr Moira Somers, a financial psychologist at the University of Manitoba, explains the key differences and the impact they can have on investors
Behavioural expert and former financial adviser, Carl Richards, explains why investors should steer away from perfectionism...
Elroy Dimson explains what investors can learn from the 'Norway Model' and how the Norwegians look after national wealth...
Sarah Newcomb, a senior behavioural scientist at Morningstar, explains why 'present bias' is the most detrimental bias for investors...
Investors tend to get overexcited when new forms of technology emerge, but they need to be aware of this and keep their enthusiasm in check. David Chambers from Cambridge Judge Business School, explains why
Ben Johnson, from Morningstar in Chicago, explains why it is so difficult for active fund managers to outperform
One of the big problems investors face is what behavioural psychologists call recency bias. Investors look at the recent past and project that indefinitely into the future. Behavioural expert Carl Richards, explains further
Tim Richards, writer of The Psy-Fi Blog, discusses the effect social media has on investors...
Wade Pfau, a Professor of Retirement Income at The American College of Financial Services, explains the logic behind the '4% rule' and the importance of managing investment risk
Dr David Blake is one of the world’s leading authorities on mutual fund performance who has spent many years studying fund returns in both the UK and the US. His findings show that only 1% of active funds outperform in the long term
Professor Martin Weber, from the University of Mannheim, explains the importance of diversification and how you go about achieving it
David Pitt-Watson, a fund industry insider, offers invaluable advice to investors. It starts by asking the right questions...
Not everyone needs a financial adviser, but everyone can benefit from good financial planning when approaching retirement. Wade Pfau, a Professor of Retirement Income at the American College of Financial Services, explains why ...
Choosing the right financial adviser can be a challenge. Brett Davidson, from FP Advance, offers advice on how to go about choosing the right one for you and your goals
Investors need to be able to protect themselves from their own behavioural biases. Behavioural finance expert, Tim Richards, offers some helpful advice
Crashes and corrections have been present throughout market history. It is in times of turbulence that you often see investors making poor investment decisions. Investment author, Lars Kroijer, discusses how investors should react during market volatility
Jason Butler, a former adviser, who now writes and speaks about financial planning, explains how you can get closer to achieving your goals by developing a financial plan
Optimism bias is one of the most prevalent behavioural biases investors are prone to. It's something you need to guard yourself against so it doesn't impact your investment returns . Professor Bent Flyvbjerg from Oxford University explains why it's so difficult to combat
Private equity is gradually becoming easier for ordinary investors to gain exposure to. But does that mean it's a good idea? Professor Phalippou from Oxford University offers his insights
The impression often given by the financial media and many financial advisers, is that investment success lies in picking the right products. While this is important, the bigger factor is you...
Tim Richards, writer of The Psy-Fi Blog, explains how biases can impact an investor's decision making abilities
Investors in traditional index funds are effectively investing in entire markets. But there’s evidence to show that by exposing their portfolios to specific risk factors, investors can and do beat the market over the long term...
Index funds are a very efficient way to invest. Some argue we may be heading for an indexing bubble, however Ben Johnson, Director of Passive Funds Research at Morningstar, explains why this is nothing to worry about...
Tim Richards, an expert in behavioural finance, explains how our habits can drive us to make irrational investment decisions...
Focusing on what matters and what you can control is useful in life generally and not just when it comes to investing. It can save you a great deal of time and unnecessary worry
Stock markets, over the long term, have delivered healthy returns but there were long periods when investors had to be patient and it paid to be globally diversified. Elroy Dimson discusses what investors can learn from long-term market data...
Historically, financial 'advisers' have been more like salespeople. But financial advice is not about products. It’s not even, primarily, about what’s in your investment portfolio. It’s about defining your lifestyle and understanding where money fits in...
We often read in the financial media about strategic asset allocation. It’s essentially about predicting which asset classes are about to perform well, and which will fare poorly. But it’s extremely difficult to do. Former hedge fund manager Victor Haghani explains further...
The financial media likes to make investing seem exciting. But, in fact, successful investing isn’t particularly exciting at all. Allan Roth is an adviser and investment writer based in Colorado. Why do so many people seem to seek excitement in investing?
The impression the media can give is if you want higher investment returns, you should expect to pay higher fees. But what does the evidence say?
Most investors use actively managed funds. In other words, they, pay a fund manager to buy and sell the right stocks at the right time. But, in general, how well do active funds perform? S&P Dow Jones Indices keeps a running scorecard called SPIVA.
Can money buy you happiness? Studies have shown that the link between money and happiness is not as obvious as you might think.. Chris Budd, an expert on financial wellbeing explains why
It is often extremely difficult for investors to understand that the less they pay to invest, the better Because as humans, we naturally assume that the more we pay for something, the better the quality or service will be...
One of the most common misconceptions about investing is that the economy and the stock market are perfectly correlated...
The evidence shows that fund managers are finding it increasingly difficult to generate alpha
For those who are willing to accept more volatility, there is a case for trying to beat the market using factor funds. Gerard O’Reilly from Dimensional Fund Advisors explains further
In life, an optimistic outlook on the world is considered a good thing But can overconfidence and optimisation be detrimental for investors?
Behavioural biases can have a detrimental impact on investment returns. So what can you do about them?
Sustainable investing is a long-term investment approach that incorporates environmental, social and governance criteria. But is there a conflict between passive investing and sustainability?
The industry is always putting out data which appears to tell a different story. So how do investors find a true picture?
Barry Ritholtz explains why peoples psychology often works against them, especially when investing
Open the money pages of a newspaper and chances are you’ll see articles about the best funds to buy. But just because the funds perform well now, doesn't mean they will in the future....
Research also found that fund management companies make use of the 'Horizon Effect' when planning price increases
There is a great deal in the media about factor-based investing, sometimes known as smart or strategic beta. So, what exactly does it mean?
We can understand this by asking the academics who’ve studied the evidence - namely Professor Elroy Dimson
Professor Ragu Rau from Cambridge Judge Business School explains why it's so difficult for fund managers to identify future outperformers
Fine wine, expensive artwork, classic cars...does collecting valuable items make sense from an investment point of view? We compare some past performance in this short video
Once you’ve made the decision to adopt an evidence-based investing plan, you need to stick to it and talking together as a couple can help to keep you on track
Jason Butler, author and former adviser, discusses why a 2-month spell with a personal trainer (or financial adviser) won’t get you the results you desire
If we move into an era of lower investment returns, how should investors react?
Craig Lazzara of S&P Dow Jones Indices explains what survivorship bias is and why it contributes to only a small fraction of actively managed funds succeeding in beating the market
Discover why an investor may not be the best judge of his or her attitude to risk
In this video, investment author Lars Kroijer calculates how many Porsche's a passive investor could purchase with the amount he saved in fees, over his working life. The answer might just surprise you
Discover whether academic research really does provide you, as an investor, with beneficial insights
Understand why diversification is the only free lunch in investing
It's not how much money you have...but what you do with it that matters...
According to research, only circa 1% of fund managers outperform - of those who do, is their outperformance down to luck or exceptional skill...
In this fascinating interview with cognition scientist Dr. Ed Roberts learn why we make financial mistakes when feeling stressed or over-confident
In this expert interview, discover how financial advice has changed, and how now more than ever it's critical to select a highly qualified fiduciary who puts you first
Your beliefs about money may be self-limiting. Your adviser can challenge these beliefs - because beliefs are not truths. Your adviser will guide you to become a more successful investor
Understand what drives investors to chase past performance, and you'll be a better investor
Market timing is impossible...even for expert investors and economists
Contrary to popular belief, an index fund is not created by a computer or speculative guesswork, as this video explains...
Learn how to re-engineer your investment value chain using technology, a scientific process and the right people - and achieve the results you deserve
Discover when a passive investment strategy becomes active
Discover how sensible investment management and good financial planning go hand in hand - and how you can achieve the best investment results possible
Excellent insight into how new funds are often only launched after accidental success that cannot be replicated
Discover the elements that make up a good decumulation (draw down) plan...and whether the 4% rule still stands
Discover why there are so few active fund managers in the world who've ever been successful
Active funds are heavily promoted, but are they worth your money?
Millionaires think, act and react differently...
Discover why what you pay is NOT what you get when it comes to investing, as explained in the words of a reformed broker
The irrationality of investors is predictable and expensive. So, what is the best defence against our natural biases?
2 big political events in 2016 shook the world; here's what they taught us
This video explores the intricacies of exchange-traded funds, examines the pros and cons, and explains how ETFs may fit into your well-diversified portfolio
An expert lesson in behavioural finance and investing
Discover why a home bias is a bad thing in investing terms, and how diversifying globally makes the most sense for the strongest investment returns
Find out how you can avoid the 2 most common ways of ruining investment returns
Even so-called experts cannot accurately forecast market movements, so which investment strategy should you adopt?
When you invest, you’re exposed to different types of risk. Learn how different risks can affect your investment returns
Discover the benefits, risks and performance drivers of the main asset classes
Learn how controlling your emotions can positively impact your investment returns
As well as keeping a close eye on how your investments are performing, there are several things a good adviser will do for you on an on-going basis
Costs compound over time, but controlling them can be easy
The answer lies in effective asset allocation
Find out how it can literally pay to have a financial adviser helping you along life's journey
Risk, return and rebalance: discover how the 3 Rs of investing affect your portfolio's asset allocation, and why you need to maintain balance
During periods of market volatility it can be difficult to stay disciplined and stick to your financial plan. Discover why ignoring short-term market events and focusing on your long-term investing goals is the best approach
Market volatility is inevitable. So, spread your risk by holding the whole market and save yourself time, money and unnecessary anxiety
When it comes to investing you DON'T get what you pay for. Discover how to cut costs for greater returns
Avoid the crystal ball gazing fund managers who fail to perform consistently, and who will cost you more than you'll ever make!
Discover why successful investors don't try and beat the market
Sam Instone, answers financial questions related to banking, insurance and investment
Sam Instone, Director of AES International, shares his thoughts on everything from money management to gratuities
Fantastic news for employees in the region - 3 major cancers will be covered by health insurance companies. It’s a mandatory change, and an extremely important one, that affects us all - even those in lower income brackets. Listen to Stephen MacLaren as he discusses this positive change with Dubai Eye.
What does this development mean for expats?
Our Director Sam Instone talks us through the new regulations that the insurance industry is facing and what they mean for customers
The author of best-selling personal finance book ‘Millionaire Teacher’ talks about how expats can avoid getting trapped in inflexible financial products...
Andrew Hallam talks to Dubai Eye about how he became a millionaire on a teacher's fairly meagre salary....
Sam Instone talks to Business Breakfast about FCA changes in the UK and their potential impact on UAE expats and the Dubai financial sector...
Our CEO Sam Instone speaks to The Agenda team on Dubai Eye radio about pensions...
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