Passive investing

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...