Generation next with Rob Strachan: ‘Be curious’
The Evenlode analyst discusses translating life experience and a study of the ‘loose forces’ of history into a holistic investment philosophy
passive
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Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
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Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio launches slow in 2023
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Wealth manager Q&A with Eren Osman: The power of passives
Arbuthnot Latham MD on the profound impact of passives, financial wellbeing and how assessing suitability is still the most important piece of regulation
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Morningstar: ‘Unstoppable rise’ of passive climate funds
The report notes passives’ popularity and flows into fixed income and transition strategies