
Research links: fighting for a better deal
1 month ago
1 MIN READ
Rebalancing
- The costs of rebalancing are real. (papers.ssrn.com)
- How to use threshold-based rebalancing for target-date funds. (corporate.vanguard.com)
- Tracking a total market index comes with its own costs. (papers.ssrn.com)
Behavior
- Just how over-optimistic are sports bettors? (wsj.com)
- In surveys, how you ask people about their well-being matters. (papers.ssrn.com)
- How misogyny helps explain the gender wage gap. (papers.ssrn.com)
Politics
- Political stability matters for investors. (klementoninvesting.substack.com)
- The U.S. is segregating itself on partisan lines. (papers.ssrn.com)
Research
- Is there a bubble in private credit? Not yet. (alphaarchitect.com)
- Tactical asset allocation funds are a persistent disappointment. (morningstar.com)
- Do rising pair-wise correlations show the downside of indexing? (klementoninvesting.substack.com)
- The three factors driving U.S. vs. international equity market performance. (alphaarchitect.com)
- Did real assets hedge post-Covid inflation shocks? Not really. (blogs.cfainstitute.org)
- The sponsors of structured products want you to benchmark to the wrong number. (moontower.substack.com)
- Options listings provide companies with valuable information. (papers.ssrn.com)
- On the fading of the turn-of-the-month effect. (quantseeker.com)
- Risk attitudes are not constant across countries. (mrzepczynski.blogspot.com)
- 18 lessons from the Great Recession. (scottsumner.substack.com)
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