Section
passive investing
93 posts
Portfolio Benchmarking: 5-Reasons Underperformance Occurs
by Lance Roberts, RIA When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: “Be patient.…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
When Passive Investing Becomes the Market’s Biggest Risk
For years, passive investing has been the go-to strategy for investors chasing low fees and broad exposure to…
Passive Mania, Retiring Boomers, and the Quiet Cracks in the Bull Market
In a candid and thought-provoking conversation on Thoughtful Money1, host Adam Taggart sat down with Michael Green, Chief…
How Market Concentration Shapes Passive and Active Equity Returns
by John Fogarty, Matthew Whitehurst, AllianceBernstein Over the last decade, the 10 largest stocks in the Russell 1000…
The Passive Investing Paradox: Opportunities vs. Systemic Risks
The 2008 financial crisis is a prime example of how solutions implemented in the past can lead to significant problems in the future. This crisis was rooted in a series
Passive investing could be very costly. What’s your plan if a market correction strikes?
by Jonathan Woo, Russell Investments Executive summary: The price-to-earnings ratio of the Magnificent Seven is not yet at…
Will the Growth of Indexing Lead to Its Downfall?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, and Joseph Attia, PhD, WisdomTree The financial…
Indexing Dilutes Capitalism
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida examines how indexation has amplified the…
Nobody Controls Risk in an Index
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There has been much chatter over the past couple…
The Indexing Timebomb
by Jared Dillian, The 10th Man Last week, I spoke at the Mississippi CFA Society’s annual forecasting event.…
A Sharp Rebuke
by Cole Smead, Smead Capital Management Dear fellow investors, We are closing in on what we think may…
The End of Indexing
by Niels Clemens Jensen, Absolute Return Partners The dumbest reason in the world to buy a stock is…
38 Eric Balchunas – The Bogle Effect
Listen on The Move Eric Balchunas, Bloomberg's Senior ETF Analyst joins us for a conversation about his journey…
"Passive ETFs" Are Hiding The Bear Market
by Lance Roberts, RIA Passive ETFs are hiding a bear market in stocks. That may sound like a…
26 Michael Green: The Inelastic Market Hypothesis (Explains the Market's Volatility)
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a revealing conversation…
