PASSIVE

Funds management

Investors in passive funds need to be wary that they aren’t invested in zombie companies, those companies which are being propped up only by Government stimulus, accordin...

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Funds management

While most of the top-performing ethical/sustainable global equity funds since the start of 2020 were active funds, almost half failed to make a return, according to data...

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Funds management

Almost 70% of Australian active funds and 62% of global active funds have exceeded passive funds in returns, according to Activus Investment Advisors....

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Funds management

Passive funds could be a ‘penny-wise, pound-foolish trade’ as markets penalise price distortion, according to Ariel Investments....

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Expert Analysis

Stuart Fechner writes that the benefits of passive versus active investing depend on the objectives and purposes of the investor, and advisers can help clients work out w...

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Expert Analysis

With more product types in the market, financial advisers may be able to fill an unmet advice need for Australian investors with active ETFs, writes Ilan Israelstam....

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Funds management

Active funds have outperformed funds tracking the ASX 200 in the Australian equity sector over the last 10 years, according to data from FE Analytics....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

2 weeks 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week 3 days ago