Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’.
Tag: Passive funds
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
SSGA backs active, passive mix for climate investing
A combination of investment approaches is a more effective way for investors to mitigate risks and capture upside potential with climate investing, according to State Street Global Advisors (SSGA).
Low-carbon transition impact on passive funds
The shift towards a low-carbon economy will be faster than many investors expect.
Vanguard adds second fund to ESG ETF range
Vanguard ESG Global Corporate Bond Ucits ETF is the first fixed income product in $7.5trn asset manager’s green stable.
China sees passive ESG fund growth
Although Europe and the US dominate the passive sustainable fund sector, new products have gained traction in China.
An unsung advantage of passive funds
Fraud revealed at China’s Luckin Coffee spotlights an advantage of ETF and index funds over active funds, but there is a tradeoff.
Fee pressure and shifting index patterns
Index providers must adapt to new investment themes and strategies and avoid complacency, according to Morningstar.
