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. Bond ETFs Top Inflows Record
U.S. Bond ETFs Top Inflows Record In June, investors significantly increased their exposure to bond funds, as weak economic data fuels slowdown worries. U.S. bond ETFs inflows hit $25.4bn. Image: Financial Times
50 Percent of US Stock Fund Assets Are Invested in Index Funds
50 Percent of US Stock Fund Assets Are Invested in Index Funds Until active equity funds drop fees, the flow into passive equity funds will certainly continue. But could markets become inefficient if everyone buys index funds? Image: Morningstar
Worst Start to Year for Equity Flows since 2008
Worst Start to Year for Equity Flows since 2008 Even if the S&P 500 is up 18% to date (best start to a year since 1987), it is the worst start to year for equity fund flows since 2008.
Does Quantitative Easing Affect Valuation?
Does Quantitative Easing Affect Valuation? More fundamentally, low interest rates, high margins, low taxes, buybacks & free cash flow drive stocks higher. Image: Fidelity Investments
The Rise of Passive Investing
The Rise of Passive Investing Net inflows into index-tracking U.S. mutual funds and ETFs rose by around 50% in the second quarter from a year earlier. Image: The Wall Street Journal