At Bland Garvey, we advocate for evidence-based investing so we can bring logic, transparency and simplicity to your investment experience.
ESG investors may be sacrificing some of their returns to express their social preferences, but is there an offsetting benefit in terms of lower portfolio risk? Larry Swedroe unpacks a new study that explores both sides of the strategy. Environmental, social and governance (ESG) investment strategies—along with the narrower category of socially responsible investing (SRI)—have…
Given the evidence on the poor performance of lottery-like stocks, why would mutual funds choose to invest in them? Larry Swedroe unpacks research that shows it may have something to do with investors’ economically irrational “taste” for such equities. Among the assumptions in the first formal asset pricing model, the CAPM, are that investors are…
If fixed income is the bedrock of a client’s portfolio, then it better be solid. Investment Strategy Advisor Brian Haywood gives CNBC a look at how credit quality, duration and laddering fit into our evidence-based approach for building bond portfolios. “We think of fixed income as the bedrock of a client’s portfolio. It is there…