Section
passive investing
89 posts
Value Investing Under Pressure and the Pressure to Go Passive
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders…
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...
Som Seif: What are some baby-step alternative investing moves to start with?
Financial technology and innovation have made it possible for all investors to access alternative investment, with great transparency,…
October Exposed The Passive Problem
by Lance Roberts, Clarity Financial I have written about the âproblem with passiveâ previously which mostly fell on…
Style drift & the rise of the generalist
by Craig Basinger, Chris Kerlow, Shane Obata, Derek Benedet, Connected Wealth, Richardson GMP When starting in the investment…
The Efficiency Factor in Stock vs. Index Picking
by Charles Roth, Thornburg Investment Management If the efficient markets hypothesis is questionable at the stock level, itâs…
Hougan and Nadig: "Expense is the New Alpha"
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Hougan and Nadig: ETFs in Canada are at a Tipping Point
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months Iâve devoted three memos to discussing macro developments,…
The Problem With Indexing
by John Coumarianos, Analyst, Clarity Financial Indexing your investments is a good way to increase your chances of…
Why Passive Investing Isnât a Panacea
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Equities, AllianceBernstein The active/passive debate has been raging for years, and…
Why Active Management FailedâŚand Didnât
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Alliance Bernstein Passive equity strategies have seen massive inflows over…
How to see the hidden risks of ETFs
by Sloane Ortel, Paul Kovarsky, CFA and Antonella Puca, CFA, CIPM, CFA Institute Exchange-traded funds (ETFs) attracted more…
A Warning Shot for Passive Investors
by Lance Roberts, Clarity Financial Last week, investors received a âwarning shotâ about the dangers of âpassive indexing.â While…
Som Seif: How Dominant Is Indexing Versus Active?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto to continue our conversation about…
Som Seif: Has Indexing Distorted the Valuations of Index Stocks?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto. We asked him for his…