U.S. Domiciled Funds: Active vs. Passive

U.S. Domiciled Funds: Active vs. Passive Record passive inflows suggest passive equity funds will surpass active in the coming years. Image: BofA Merrill Lynch US Equity & US Quant Strategy

Passive Over Active Funds

Passive Over Active Funds History suggests that investor outflows from active funds are smallest after periods of high policy uncertainty. Image: Goldman Sachs Global Investment Research

Passive Equity Fund Assets vs. Active

Passive Equity Fund Assets vs. Active Record passive inflows suggest passive equity funds will surpass active by 2022. Image: BofA Merrill Lynch

U.S. Active vs. Passive Fund Net Flows

U.S. Active vs. Passive Fund Net Flows Active mutual funds exhibits persistent outflows, while inflows into index-tracking U.S. mutual funds and ETFs continue to rise. Image: Bloomberg

Active Equity Managers Still Underperform

Active Equity Managers Still Underperform This chart shows the low percentage of active funds that outperformed and how difficult it really is to beat the market over time. You may also like “The Rise of Passive Investing.” Image: PIMCO

U.S. Interest Rates Make the Dollar More Attractive

U.S. Interest Rates Make the Dollar More Attractive The strong dollar is the result of higher U.S. interest rates and the fact that the U.S. economy is outperforming the world. But Fed rate cuts are coming. Image: Financial Times

NAAIM Exposure Index – Investor Sentiment​

NAAIM Exposure Index – Investor Sentiment The National Association of Active Investment Managers Exposure Index represents the two-week moving average exposure to U.S. equity markets reported by NAAIM members. The NAAIM Exposure Index drops to 72%. NAAIM members are slightly less bullish than last week. Image: National Association of Active Investment Managers (NAAIM)