Passive Funds

Market Trends, WeWork, Cryptocurrencies, Passive Saturation

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Note that it was written on 14th November, before the Chancellor's autumn statement. Last week was a remarkable one for my stock market portfolio. Share prices were up on almost all my holdings. This was no doubt sparked by good news; inflation seems to be under control in the USA with CPI falling to 7.7% and the war in Ukraine is looking up as Russia ...

Active Equity Funds Underperform – But What About Passive Funds?

Last Monday (21/3/2016) there was a front page story in the FTfm supplement which was headlined "86% of active equity funds underperform". The article said that a study by S&P Dow Jones Indices showed that "almost every actively managed fund in Europe investing in global, emerging and US markets has failed to beat its benchmark over the past decade....". The article went on to question the value added by stockpicking fund managers at some length Now it immediately struck me that the ...