Active Investing
Investment | 25 Jul 16
Active management sector needs to shrink – Moody’s
The active management industry will have to shrink substantially, Moody’s Investor Services argues in a new report on the growth of passive investments.
In China, passive outdoes active
Over the trailing three years, more passive China equity funds than actively-managed ones had returns of 20% or more, according to FE data.
ANALYSIS: Is there a future for single country equity funds?
European equities have been the best-selling asset class with European investors in recent history. However, this hasn’t benefited those funds that invest exclusively in equities listed in one particular European country.
Staying top quartile – it’s nearly impossible for US equity managers
US equity funds have a hard time in beating their peers on a sustained basis. Only 4.28% of 678 US equity funds analysed by S&P managed to consistently finish in the top-quartile during three consecutive one-year periods from September 2012 to September 2015. So no wonder investors prefer the passive option.
Investment | 8 Dec 15
ANALYSIS: Multi-manager fees under fire
The departure of Mark Harries from Aberdeen has brought the spotlight back on the world of multi-managers. But it is one aspect in particular that’s the big talking point.