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
Active Versus Passive
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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’
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Tracker funds dominate AJ Bell retail investor portfolios in H1 2023
Fundsmith Equity was the only active fund in the top 10 list
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Fundsmith hit with outflows as active funds cede ground to passives
But Royal London was hit hardest as investors pulled over £4bn from active strategies in March
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Don’t count out active management amid land grab by passives
Despite Hargreaves Lansdown analysis being ‘a bit damning’ for active funds
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Passive funds more resilient than active rivals as investors prioritise cost and agility
Clear preference for trackers in Global, UK All Companies and Sterling Corporate Bond sectors
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Will active funds have an edge over passives in the next bear market?
Active managers boast about being a better option in tough times but Q1 performance has been shaky
