In an effort to remain relevant in the price war, are asset managers bamboozling investors in hopes that they don't realize they’re paying over the odds?
It has been a difficult summer for active managers, with $47 billion flowing out of actively managed US mutual funds between May and August.
Playing alpha momentum rather than stock prices might offer a more sustainable source of returns.
Recent decades have favored stocks. US equity markets have achieved positive returns in 75% of the 12-month periods since 1998, and the annualized US market return for the past 10 years exceeds 10%. But will it continue?
Long-term US mutual fund figures make for grim reading, but there’s still cause for hope.
Why fund buyers can’t afford to miss the red flags for fraud.
Targeting your impact investing to benefit your local community could be a good way to deliver visible change.
Investors in passive funds stand to lose out if indexers decide to punish those firms that list with dual share classes.
Citywire AAA-rated manager sees no long-term threat to China and says regulatory clampdown on tech companies unlikely to work.
Citywire AAA-rated manager says the financial world has not changed since the banking crisis but predicts the next decade will bring unprecedented upheaval in all areas of the market.