All Passive articles – Page 2
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White papersEM Debt: Why Passive Strategies Often Miss the Mark
When it comes to emerging markets, index tracking can result in both increased risks and missed opportunities.
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White papersWhy now is the time for active management in US equities
We believe now may be the best time in recent history to invest with an active approach in US equities.
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White papersAvoiding undue equity risk: Preparing for what is ahead in markets
Just one year removed from the start of the pandemic and subsequent economic crisis, investors are again attempting to make sense of market highs. With little place else to turn for potential returns, institutional investors continue to add to equity exposure.
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White papersWhere next for private equity and passive investing?
Two powerful forces have shaped the global equity landscape in recent years – passive investing and private equity (PE). A broad range of investors have turned to index-tracking funds for low-cost exposure to the broader market.
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White papersEpic Battle or Rope-a-Dope?
Identifying the winner of the rumble between ‘The Japanifier’ and ‘The Stimulator’ is likely to be the key determinant in successful portfolio construction for years to come.
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White papersIs Concentrated Investing Riskier in Today’s Uncertain Environment?
In a world of increased uncertainty, many investors’ natural instinct is to “hedge their bets” by diversifying, rather than investing in a concentrated strategy. But this year, a portfolio consisting of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio?
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White papersEquity Portfolio Construction: Filling the Gap Between Alpha and Beta
Separating equity alpha and beta is a good first step—but could investors be doing more in the space left between them?
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White papersSimply Put(Writing)
PutWrite strategies can improve the risk-return efficiency, liquidity, flexibility and cost-effectiveness of investor portfolios.
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White papersCapitalizing on an inefficient market - The case for active REITs
When it comes to choosing ‘active’ versus passive management in REITs, the proof of ‘why active’ is in the results.
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White papersGet active about your passive
The evidence is mounting that investors have given up on trying to beat the market in US large caps. For example, Bloomberg recently reported that passively managed large cap US equity fund assets overtook actively managed large cap US equity fund assets at the end of 2018.
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White papersESG in passive: let the buyer beware
Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance principles?
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White papersThe paradox of passive. Beware of feedback loops
While we understand and generally concur with the desire to implement portfolios cheaply, investors should always be cognisant of what they are buying.
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White papersThe Truth Behind the Passive Muni Ladder
On the surface, passive municipal ladders seem like a sensible investment. Simple. Easy. Cheap. But the numbers don’t lie.
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White papersFloating Rate Notes can help prepare for a hike in interest rates
In a fast changing environment, FRNs are an increasingly attractive asset class, as they allow investors to reduce the sensitivity to interest rates fluctuations and to capture some potential yield.
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White papersA broad range of ETFs to capture the potential of European equities
Improving macroeconomic indicators & attractive valuations: all signs seem to point toward the European equity market picking up in 2017.
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White papers[Full paper] 2017: Brave New World
Why active managers are well placed to take advantage of social, economic and political regime change.
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White papers[Summary] 2017: Brave New World
Why active managers are well placed to take advantage of social, economic and political regime change.
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White papersThe nimble and the quick: Success in the future of asset management
Being nimble in the asset management industry means having the organizational agility to adjust to markets and client needs efficiently and cost effectively. For passive managers, scale and low fees will continue to be the point of competition. For active managers, clients will require access to a diverse set of niche asset classes to provide alpha atop their passive core portfolio’s beta exposure.
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White papersWhat are investors looking for in today's investment environment?
These conflicting times of unconventional monetary policy finds investors balancing their choices in an effort to avoid the risk of capital losses; and, at the same time, avoid the regret of missing what may well be a once-in-a-generation bull market in equities.
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White papers
PanAgora - Diversification beta strategies
Among equity investors the term “Alternative Beta” has come to refer to an alternative investment approach to passive capitalisation weighted (CW) portfolios.
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