Active investors! Assemble

Active investors! Assemble

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Should markets discount the AI apocalypse?

When the Terminator robots come for us all, will there be anywhere safe to run? Certainly not the US Treasury market, where the 10-year yield just broke the totemic 5% level. It’s a sobering thought. But hosts Katie Martin and Rob Armstrong wonder if it’s sobering enough to end t ...  Show more

Oil, yen and egonomics

US Treasury secretary Scott Bessent cowed currency traders this week by claiming anyone shorting the yen was betting against “the house”. But he has failed to will US government borrowing costs lower, while his boss has failed to will the Strait of Hormuz open again. As Brent cru ...  Show more

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Active Stock Picking Is Getting Harder
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Some people claim that active managers can capitalise on market crashes to beat the benchmark. But do they really save us from being savaged by bears? The analysts at S&P Dow Jones have been hard at work on their updated Index vs Active scorecard, and the numbers for 2022 are hot ...  Show more

The Pros and Cons of Passive Investing
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Welcome to the world of index funds and ETFs. Thanks to diversified holdings, lower costs and higher accessibility passive investments have really caught the fancy of investors in the last few years. They have grown at a CAGR of 55% in the last five years. Passive assets are expe ...  Show more

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Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Custom indexing allows asset managers to create bespoke indices for their clients. ...  Show more

InvestTalk 2-26-2024 – Passive Funds Have Overtaken Active Funds
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