Browsing Category
passive investing
86 posts
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…
September 14, 2018
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…
September 10, 2018
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…
July 19, 2018
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…
July 10, 2018
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months Iâve devoted three memos to discussing macro developments,…
June 20, 2018
The Problem With Indexing
by John Coumarianos, Analyst, Clarity Financial Indexing your investments is a good way to increase your chances of…
April 6, 2018
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…
April 2, 2018
Why Active Management FailedâŚand Didnât
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Alliance Bernstein Passive equity strategies have seen massive inflows over…
March 18, 2018
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…
February 22, 2018
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…
February 13, 2018
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…
February 8, 2018
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…
February 7, 2018
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
February 5, 2018
Active vs Passive: When, Where and Why to be Which
Active vs Passive: When, Where and Why to be Which by Craig Basinger, Chris Kerlow, Derek Benedet, Shane…
November 6, 2017
Passive Carnage is Illogical
by David Goerz, Strategic Frontier Management September 2017 PASSIVE CARNAGE IS ILLOGICAL We observe increased discussion about passive…
September 29, 2017