Active Investing
Active Investing In the News
Active Investing Will Boost Endowment Growth Over Other Institutional Investors, Cerulli Forecasts
Aug 29, 2024 — A new report projects endowment assets will grow 7.9% over the next five years, compared with 4.7% and 4.2%, respectively, for public and corporate defined benefit plans. [...]
Why investors have suddenly halted the long-running switch to index funds
Aug 16, 2024 — The long-running trend of investors moving money out of active equity funds and into passive funds is on pause as individual stocks start trading less in sync with other equities. [...]
It’s Time to Rethink Index Funds. They Could be More Active Than Investors Think.
Aug 14, 2024 — The indices these funds track sometimes make arbitrary decisions that look more active than passive. That can leave money on the table. [...]
Higher-for-Longer Rates Are an Opportunity for Active Investors
June 18, 2024 — A fundamental regime change is sweeping investment markets as inflation and interest rates have risen to levels not seen since before the 2008-2009 global financial crisis. This shift is not only reshaping markets, but also how investors should approach them. [...]
Opinion: Index funds are ruining the stock market
June 14, 2024 — Passive investing is making market concentration worse, says new research. The S&P 500 index is now dominated by just a few stocks. [...]
Bond Investors Are Paying Up Again for Active Fund Managers
June 11, 2024 — About 74% of active funds beat their benchmarks in the past 12 months. A rocky stretch in the debt markets has American savers turning to Wall Street pros for help picking their bonds. [...]
Podcast: Making the Case for Active Investing
May 3, 2024 — On this week’s episode of Merryn Talks Money, Downing Fund Managers’ Simon Evan-Cook joins host Merryn Somerset Webb to talk about the case for active versus passive investing. [...]
Are Passive Investors Marching Off a Cliff?
Apr 10, 2024 — As we pour more of our savings into indexes, we should beware that capital markets may be reaching a tipping point. [...]
Passive Investing = Broken Markets. Discuss.
Feb 29, 2024 — Famous investor David Einhorn says passive investing has broken markets, forcing him to change his investment style to stay in business. [...]
Passive investing is more popular. But here's why it's time to invest actively.
Feb 8, 2024 — Passive investing has become more popular than active investing in the U.S., but the trend may be changing soon, according to Jill Carey Hall, U.S. equity strategist at BofA Global Research. [...]
Grumblers about passive investing may have a point
Jan 23, 2024 — Passive investing has unlocked wealth for millions, but research suggests that if too many investors follow suit, their collective actions could undermine its viability. [...]
Active investing will do better than passive strategies in 2024: UBS Global Wealth Management
Jan 9, 2024 — Tan Min Lan of UBS Global Wealth Management discusses the importance of actively managed portfolios, and explains why she is positive on emerging markets. [...]
Why BlackRock Says Stockpickers Will Have a Strong 2024
Dec 05, 2023 — BlackRock is making the case that 2024 will be the year for active investing strategies across stocks and bonds—and that quality companies will especially outperform the market. [...]
A World Without Active Funds? Boring and Maybe Dangerous
May 30, 2023 — Passive funds with low fees have attracted trillions of dollars. But ditching active funds altogether may be bad for investing in the long run. [...]
Active investing poised to be on the rise in 2023
Dec 27, 2022 — As 2022 nears a wrap, a trend is emerging that’s expected to gain traction next year — actively managed investment strategies — along with a custom strategy for people who like the idea of investing in a basket of companies, but want more control of what they invest in. [...]
Active Investing Outperforms in September Amid Brutal Stock Rout
Oct 5, 2022 — In an environment in which inflation remains entrenched and central banks continue to tighten, one strategy has done relatively well: active investing. [...]
Passive investment blamed for inflating stock market bubble
Sep 27, 2021 — Research suggests index funds have insulated US equities from threat of a sustained bear market. [...]
The Hidden Dangers Of Passive Investing
Jun 1, 2020 — Passive investing is an increasingly crowded trade as investors blindly pour money into ETFs that hold many of the same stocks. [...]
