Taking an active approach during periods of uncertainty
Industry views diverge on how investors can best shield themselves from market volatility
Active Investing
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Active manager responds to challenge that he can’t outperform
Jupiter’s David Lewis answers the critics, and explains the economic signals for 2020
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Active manager success rate worse than passive peers
Passive funds will survive and generate a return in excess of their average active peers
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Passive US equity funds outperform actives
Cheapest US equity funds have produced better returns compared to pricier active peers, according to Morningstar
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Advisers ditch plans to shrink active allocations
Global financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.
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Blackrock: Active vs passive should be a thing of the past
The active versus passive debate could be history by 2025, according to Blackrock’s Joe Parkin.
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Advisers resist upping passive exposure
Active funds remain advisers’ top product of choice when building portfolios after research found more than half invested less than 20% of client money into passive funds.
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Mifid II to boost Europe’s passive funds over active funds
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.
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Vanguard launches fresh attack in price war
Vanguard has launched a new offensive against competitors in the ongoing fund price war with the introduction of its first actively-managed bond fund in the UK.
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UK advisers relying on model portfolios
More than three quarters of advisers in the UK use model portfolios according to new research which shines a light on the growing shift towards structured investment offerings.
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End the fixed fee ‘gravy train’, says Morningstar’s Ptak
The time has come to offer investors a fairer deal and drop the fixed fees set by funds and replace them with performance-based charging, Morningstar’s head of global manager research Jeffrey Ptak has said.
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Strong EM passive fund inflows pressure active fees
As passive products increase their market share among emerging market funds, active fund managers must outperform to justify their fees, argues a report by Cerulli Associates.