Active vs Passive

Autopilot investing: capital allocated mechanically by market-cap weight, without assessing whether the price paid reflects intrinsic worth.

I’ve previously shown why value stocks excel; I now show why value ETFs don’t – and also why factor, sector and thematic ETFs are toxic.

There is a very real risk that Labor’s budget will push the Aussie economy into recession. The market isn't priced for that at all.

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival

A stock picker’s market didn’t help. The SPIVA data reveals why beating the benchmark is getting harder.

Passive may dominate inflows, but markets still rely on someone to set prices and back businesses.

You won't be the next Buffett but there's still a lot you can learn from his approach to investing.

Why indexing has changed markets and where active still adds value

Prolonged overvaluation of mega-cap stocks in recent years may stem from the structural shift in market structure from passive flows

With 400+ ETFs on offer, choice overload is real. Here, I share a simple framework to help you pick products that pull their weight.