active investing

active investing

active investing Insight Markets Outlook passive investing portfolio management

Investment Strategy: The right mix of active AND passive?

by Jeff Hussey, Russell Investments Active or passive? We’re past that binary decision by now, aren’t we? When it comes to achieving outcomes, ...
Read more Comments Off on Investment Strategy: The right mix of active AND passive?
active investing Insight Markets Outlook portfolio management Strategy

The Active Equity Renaissance: Understanding the Cult of Emotion

by C. Thomas Howard and Jason Voss, CFA Institute “I know you are afraid and you should be afraid. I will invest you ...
Read more Comments Off on The Active Equity Renaissance: Understanding the Cult of Emotion
active investing Insight Markets Outlook portfolio management Strategy

The Active Equity Renaissance: Rejecting a Broken 1970s Model

by C. Thomas Howard and Jason Voss, CFA Institute The average active equity mutual fund underperforms its benchmark. This statement sparks little controversy ...
Read more Comments Off on The Active Equity Renaissance: Rejecting a Broken 1970s Model
active investing Insight Markets Outlook Strategy

Where Active Management Can Win

by Hamlin Lovell, CFA, CFA Institute It’s hard to beat some indexes. That doesn’t mean it’s hard to beat an index. Ignore the ...
Read more Comments Off on Where Active Management Can Win
active investing Insight Markets Outlook Risk Management

Managing Active Risk

by Corey Hoffstein, Newfound Research Position sizing is often the result of portfolio construction and is therefore largely overlooked in manager selection. Risks ...
Read more Comments Off on Managing Active Risk
active investing Insight Markets Outlook Strategy

Relationship Strain: The Sins of the Active Manager

by Jason Voss, CFA, CFA Institute Earlier this week we asked CFA Institute Financial NewsBrief readers: “What is the biggest sin for an ...
Read more Comments Off on Relationship Strain: The Sins of the Active Manager
active investing Insight Markets Outlook portfolio management Quantitative Investing Strategy

Factor Shift: What ISN’T Working Anymore

by Jennifer Thomson, Gavekal Capital Regular readers are aware of our research showing that the Knowledge Effect is really a “super factor” (aka. one ...
Read more Comments Off on Factor Shift: What ISN’T Working Anymore
active investing Insight Markets Outlook passive investing Quantitative Investing Strategy US Stocks

Passive Negligence

by Michael Lebowitz, CFA, 720 Global Research The stock market is an essential cornerstone of capitalism, not a game of roulette. Well-functioning and ...
Read more Comments Off on Passive Negligence
active investing Global Investing Insight Markets Outlook passive investing Strategy

Active vs. Passive in Global Markets

by Laurie King, Wells Fargo Asset Management Non-U.S. markets have attributes that may favor active stock selection versus a passive approach. Olivia Barbee, ...
Read more Comments Off on Active vs. Passive in Global Markets
active investing Global Investing Insight Markets Outlook Strategy

Do global markets favour active stock picking?

by Olivia Barbee, Wells Fargo Asset Management Non-U.S. markets have attributes that may favor active stock selection versus a passive approach. To start, ...
Read more Comments Off on Do global markets favour active stock picking?