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img 🤔Is all what we should retain from 2020 for US equity funds summarized in the title of the WSJ article  ?

🤔Is all what we should retain from 2020 for US equity funds summarized in the title of the WSJ article ?

On March 11, 2021, the WSJ entitled his last article on active vs passive funds: “Stock Pickers Trailed Market Again […]

img 🤔 What if high fees and underperformance were not the main drivers of US active fund outflows?

🤔 What if high fees and underperformance were not the main drivers of US active fund outflows?

Academic research (Rabih Moussawi, Shen, Velthuis 2020) has revealed that tax efficiency is the main driver behind the migration in […]

img 🤔 Are active and passive studies distorted only by closet trackers?

🤔 Are active and passive studies distorted only by closet trackers?

In addition to what John Ions, Liontrust chief said in the FT article, I add that there are a number of unanswered […]

img 🤔 Is active management the only way to implement an ESG strategy?

🤔 Is active management the only way to implement an ESG strategy?

The active-passive confrontation in ESG has already started since a few years but it may reach its apogee this year […]

img 🤔In order to know whether passive investing has a pervasive, under-appreciated effect on the market, shouldn’t investors rely more on academic research findings?

🤔In order to know whether passive investing has a pervasive, under-appreciated effect on the market, shouldn’t investors rely more on academic research findings?

In reaction to the FT article ‘ a theory of (almost) everything on financial markets‘, I add that Academic research […]

img 🔥 🔥 Hot news in the press

🔥 🔥 Hot news in the press

The head of the biggest passive bastion, the Norvegian sovereign-wealth fund, is advocating for a more balanced approach between active […]