Passive investing

For some investors, long-established and low-cost active funds are likely a better option than many index funds and most ETFs.

This article looks at other ways to invest in the electric vehicle theme, beyond resources companies and individual stocks

Bonds are back, and given today's volatile market, Morgan Stanley's Alexandre Ventelon believes investors should remain conservative.

This article was written by Richard Montgomery This year marks the 20-year anniversary of the SPIVA scorecard, the go-to report for investors and others interested in...

This article was written by Benjamin Cahill In 1965, companies in the S&P 500 index stayed in the index for an average of 33 years. By 1990, that figure had dropped...

Passive investing has become extremely popular in recent years, evidenced by significant industry flows and an ongoing proliferation of new instruments on the market....

Not as shocking as a global pandemic, in this year of shocks, was the decision by the AMP to become a passive investor. To the investment community in New Zealand...

I’m often asked why I'm fixated on bonds rather than following the herd with shares and cash. I blame this fixation on my age and sentiment. I am also a control...

I’m often surprised how many investors take no notice of what is securing their money (aka collateral), when they happily lend their life savings out to any Tom, Dick...

COVID-19 has been responsible for significant changes in the way we live and work, but it is also influencing the ways we invest. After significant volatility in...

For years concerns have been brewing among a growing number of participants that the staggering rise of index-tracking and exchange-traded funds (ETFs) would lead to...

In August this year, passive US equity assets under management (AUM) surpassed those in active funds for the first time. As the popularity of passive...

The recent inclusion of the Chinese onshore bond market within broader global bond indices has increased the level of investor attention to the market. Despite its...

If a picture is worth a thousand words, then a chart is worth a million of them. So we asked the experts to isolate the charts you need to be watching right now. Read...

Most broad-based equity indices around the world predominately comprise mature, old-world industrial businesses, highly geared companies including banks, low quality...

It’s been nearly six months since Marks’ last memo. In the absence of any major shift in global markets, he has taken the opportunity to discuss a more ‘big picture’...

In part one we showed how being contrarian can produce huge returns, while in part two we explained how buying companies with owner-managers can also give you an...

Over the last 40 years, investors have enjoyed a golden era, able to generate returns of close to 7.50% p.a. in investment grade credit, and over 10% p.a. in equities,...