ARK Invest: 80% of ETF investors are indifferent to active versus passive debate
Investors prefers a blended approach, as both strategies can boost or hinder returns depending on the sector
Active Versus Passive
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The 15% of US funds that beat the S&P 500 over the past decade
How did these 20 active funds succeed where so many others failed?
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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bfinance: Less than 30% of global managers beat the market in Q2
They lagged the global index by 4.5 percentage points despite taking markedly more risk
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SJP: The five areas ultra-high-net-worth investors are allocating
Iain McLeod examines the key trends driving the world’s wealthiest investors’ portfolios
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HSBC: We need to re-examine the active vs passive debate
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
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Tyndall’s Wintle: The hidden dangers of passive investing
Tracker funds are seen as the low-risk route to investing, but Felix Wintle says this assumption may need a re-think
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LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
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Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?
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JP Morgan launches duo of actively-managed Article 9 ETFs
Part of the £5.5bn Research Enhanced Index platform
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Humans strike back in AJ Bell’s ‘Manager versus Machine’
Things have picked up for active managers after a ‘bleak 2022’
