💡Information or disinformation❓ #3

21 December 2020

𝐃𝐢𝐝 𝐇𝟏 𝟐𝟎𝟐𝟎 𝐚𝐜𝐭𝐢𝐯𝐞 𝐯𝐬 𝐩𝐚𝐬𝐬𝐢𝐯𝐞 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐜𝐨𝐧𝐟𝐢𝐫𝐦 𝐭𝐡𝐞 𝐛𝐞𝐥𝐢𝐞𝐟 𝐭𝐡𝐚𝐭 𝐚𝐜𝐭𝐢𝐯𝐞 𝐟𝐮𝐧𝐝 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐚𝐫𝐞 𝐝𝐨𝐢𝐧𝐠 𝐛𝐞𝐭𝐭𝐞𝐫 𝐢𝐧 𝐥𝐞𝐬𝐬 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 ?
Let’s look at emerging markets active fund manager best & worst performances :

✅ In S&P Dow Jones Indices latest European report, 39% of Emerging markets equity active managers outperformed the benchmark in H1 2020.


✅ In Morningstar’s latest European report, more than 70% of China and Russia equity active managers outperformed their passive counterparts in H1 2020 whereas less than 25% of Brazil & India equity active managers did in H1 2020.

Those results challenge the accepted idea 📝 that active managers perform better in less efficient markets 🤔

An 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 t𝐨 𝐛𝐮𝐢𝐥𝐝 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐢𝐧𝐠 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 should be based on much more than accepted ideas 🎯🚀

To continue helping investors 💰💰 I will dig deeper into what is needed to do an efficient allocation between active and passive funds, 

Marlene Hassine Konqui