Category: Active Investing
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Mercer’s 2024 Market Autopsy: Equities Soar, Property Dips – Navigating the Road Ahead
Active Investing, Economic History, Economic Insights, Financial Literacy, Financial Planning, Financial Stability, Index Investing, Investment Strategies, Market TrendsI. Introduction: Unpacking Mercer’s Annual Investment Roadmap Mercer’s “Periodic Table of Index Returns” stands as a keenly awaited annual publication within the investment community. It offers a clear, visually engaging, and statistically robust summary of how various global asset classes have performed over the preceding year. For investors, this table serves as a valuable tool…
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Why the interest in index funds?
Active Investing, Financial Planning, Index Investing, Investment Strategies, Market Trends, Personal Finance, Wealth ManagementIndex funds have gained popularity due to their low fees, tax efficiency, and reliable returns. This article explains what index funds are, their advantages and disadvantages, and why you should consider speaking to your financial planner about them.
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Trend following in crises
In times of market turbulence, trend-following strategies can offer valuable diversification for investment portfolios. Winton’s latest article delves into how these strategies perform during major equity drawdowns and the challenges faced by Commodity Trading Advisors (CTAs) in providing “crisis alpha.” The piece suggests the benefits of maintaining a strategic allocation to trend-following CTAs, showcasing their…
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Active or Index Funds: What’s the Difference?
Active or Index Funds: What’s the Difference? Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds, also known as passive funds, while the higher fees are generally associated with active funds. Over the last…
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