The History of Index Investing
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Robin Wigglesworth, global finance correspondent at the Financial Times. Robin explains how index investing emerged and why it has permanently reshaped the financial industry.
Trillions: The Rise of Index Funds
Robin shares insights from his acclaimed book, Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever. He highlights how pioneers such as Louis Bachelier and Jack Bogle laid the theoretical and practical foundations for index funds, revolutionising investing for institutions and individuals alike.
ESG Funds: Fad or the Future?
The conversation also covers the growth of ESG funds, with Robin offering his expert opinion on whether they represent a lasting trend or a passing fashion. He examines how investor demand, regulation, and transparency will determine ESG’s role in the coming decades.
Technology and Quantitative Investing
Robin and Abraham explore how technology and quantitative approaches are disrupting the industry, creating both opportunities and challenges for advisers. These shifts underscore the importance of adaptability in adviser practice and portfolio construction.
Robin Wigglesworth’s Personal Take on Retirement
Finally, Robin shares his personal approach to retirement saving, reflecting his deep experience covering global markets.
Why Advisers Should Listen
This episode offers advisers a compelling overview of how index investing and technology continue to reshape global markets. It provides historical perspective and forward-looking insights that can help advisers guide clients through a rapidly evolving financial landscape.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
