Any notion that the Magnificent Seven had unstoppable momentum received a reality check earlier this year
Virtually every other corner of the ETF investment universe was ground into dust by the onward march of Wall St
The savings compared with mutual funds was mainly due to tax advantages rather than exchange traded funds’ lower fees
The rush into private assets, the distorting effects of tech giants, the rise of active ETFs, and more
While managers enjoy greater flexibility, investors are deterred by the lack of a clear remit
Market participants are realising that the flat, low, predictable rates over the past 15 years were an anomaly
But businesses will be tempted to play down sustainability with an incoming president who vows to support fossil fuels
Many executives believe they are engaged in no less than a fight for survival
Active fund managers often claim the moral high ground, but investors are increasingly choosing passive rivals
Top 10 stocks in the S&P 500 now comprise 37 per cent of index weighting
Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds
Many blame poor information — but campaigners say this is too often used as an excuse for inaction
Demand from investors is in retreat as the popularity of passive funds and fixed income rises — but loyalists are convinced that opportunities remain
Portfolio manager helping to oversee Alliance Witan warns against restrictive nature and risks associated with top-down calls
What does the future hold for the 150-year-old industry?
Twenty LSE-listed investment trusts have increased their dividends for at least 20 years in a row.
Neither theory nor practice supports diligently adjusting your exposures
November was the first month for over three years that money came back into British stocks
The impact investing market has been growing rapidly. Whether its tools and techniques can be applied more broadly remains to be seen
A year away has taught me a lot about the industry — and I still see opportunities on offer
Manager claims to be first to offer strategy in a money market fund-regulated actively managed ETF in Europe
If approved, the products will allow investors to limit or protect against losses in return for surrendering some potential gains
Investors ‘increasingly cautious’ about the asset class
AI has helped turbocharge the performance not only of US megacaps, but also some thematics
The $6mn Global Real Estate ETF changed from a mutual fund in 2023