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๐กInformation or disinformationโ #1
๐ฃFor most investors, it is a given that ๐๐ฅ๐ฅ ๐๐ ๐๐๐ญ๐ข๐ฏ๐ ๐๐ฎ๐ง๐๐ฌ ๐๐๐ข๐ฅ๐๐ ๐ญ๐จ ๐จ๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ ๐๐ฎ๐ซ๐ข๐ง๐ ๐๐จ๐ฏ๐ข๐ ๐๐ ๐๐ซ๐ข๐ฌ๐ข๐ฌ. First, […]
Active fund performances during COVID 19
๐ค How should we consider the fact that ๐๐% of equity active managers outperformed their passive counterparts in H1 2020 […]
[New series] LOOKING UNDER THE HOOD #2 ๐ง ๐ ๐ฅ
โ๏ธ Is it fair to compare active fund vs benchmark performances when looking at active vs passive performance comparison โโ […]
[New series] LOOKING UNDER THE HOOD #1 ๐ง ๐
โ ๏ธ When assessing fund performances, the calculation methodology makes a huge difference โ ๏ธ To calculate the percentage of funds outperforming, […]
False belief #4
Thinking that mutual funds are only active management and ETFs only passive management The truth is:-Mutual funds are comprised of […]
False belief #3
Passive management inflows come from outflows from active management around the world The reality is much more heterogenous: In the […]
False belief #2 hampering portfolio construction optimisation
Confuse share in asset management with share in financial markets. This is a confusion often made. In fact, looking at […]
False belief #1
Assets from passive management are said to be higher than those from active management This is a false belief, the […]
False beliefs in the AM industry
False beliefs are what keep us from achieving our best. In the active, passive management debate by analogy, false beliefs […]