Ominous outlook for split bond and equity portfolios
A passive portfolio of 50% bonds and 50% equities faces negative annualised returns, according to a report by Pictet Asset Management.
Helena Morrissey jumps on gender equality fund trend
Legal & General Investment Management has become the latest fund manager to launch a passive fund tracking companies with diverse boards.
How to navigate the passives surge in EM equities
As cumulative flows into emerging market passive funds surpass active alternatives investors should seek opportunities further down the market-cap scale, Aviva Investors head of emerging markets and Asia Pacific Will Ballard argues.
‘Free-riding’ passive investors under central bank scrutiny
Passive investors pay scant regard to the fundamentals of individual securities and free-ride on the work of active investors with implications for financial stability, price discovery and index correlation, according to a paper from the Bank of International Settlements.
Square Mile adds fourteen trackers to ‘recommended’ list
Fourteen trackers that aim to replicate key equity and bond markets have been awarded a “recommended” status by Square Mile Investment Consulting and Research.