Index provider S&P releases an annual “scorecard” rating how active funds compare to passive funds, says John Stepek. This year was worse than usual.
There are two main types of fund out there for investors to invest in. Merryn Somerset Webb explains how they work, and which is her favourite.
The decision to buy a tracker fund is anything but passive, says John Stepek. Here are the key questions to ask before investing.
The rise of passive investing is a result of rock bottom interest rates. That’s good in the long term, but could cause pain in the short term, says John Stepek.
There’s no sense in handing 1%-2% plus fees to fund managers when a cheap tracker gets results, says Stephen Connolly.
Max King looks at one fund allowing investors to put their money in cutting-edge medical research.
Driven by record amounts of money pouring in to exchange-traded funds, markets are starting to feel a little overheated, says John Stepek. Are we nearing the top?
If you want access to fast-growing private businesses, then finding the right private-equity fund is your only sensible option. Luckily, the UK stockmarket boasts some of the best private-equity funds, says David C Stevenson.
Active management can work if a fund is small and focused. Adam Rackley has big plans, he tells Merryn Somerset Webb.
The pace of change in the asset management industry might be about to pick up – and fast, says Merryn Somerset Webb. That’s very good news for consumers.
Emerging-market indices skew towards Asia, and especially China, Korea and Taiwan. So forget passive index hugging, says Max King, try these four broad-based EM funds instead.
Government bonds look increasingly poor value, but you can still earn a good income from more specialist investment opportunities, says Jon Rebak.