Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
Active Investing
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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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Market inefficiency and ‘dehumanising’ investing
ECP’s Dr Manny Pohl and Damon Callaghan look at the behavioural shortcomings which cause investors to fail
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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Omnis Investments launches new MPS
New Omnis Agility range will hold about 30% of assets in ETFs
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Premier Miton AUM increases by 9% despite uptick in net outflows
Group publishes its half-year results to 31 March 2024
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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research
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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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Rob Thorpe: What does the industry mean by ‘consistently’?
Distribution Alpha’s founder Rob Thorpe questions the focus of passive providers on ‘consistently’ in active management
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Fund manager shakes up multi-asset strategy
As it moves range towards a 70/30 split in favour of active over passive
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Why active vs passive is the wrong debate
Approaches to management aren’t ‘black and white, but involve shades of grey’