Search Results for: 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 Active mutual funds exhibit persistent outflows, while inflows into index-tracking U.S. mutual funds and ETFs continue to rise. Image: Bloomberg

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 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

Cumulative Net Flows into Passive and Active Equity Funds since 2005 Here is the cumulative net flows into passive and active equity funds from 2005 to 2019. Passive is indexes & ETFs. Until active equity funds drop fees, it will certainly continue.

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 stands at 12.61%. NAAIM members are very bearish. Image: National Association of Active Investment Managers (NAAIM)

S&P 500 and Dow Jones U.S. Select Dividend Should investors favor U.S. dividend-paying stocks as valuations are attractive? Image: Richardson Wealth

Valuation – S&P 500 Forward P/E Ratio After the recent sell-off, the valuation of the S&P 500 is becoming more attractive, which is good news for long-term investors. Image: J.P. Morgan Asset Management

Equity Risk Premium (ERP) – S&P 500 Earnings Yield Minus 10-Year Treasury Yield The S&P 500 looks attractive relative to bonds. Image: Truist

Average Yield Bond yields are up and look attractive. Image: Morgan Stanley Wealth Management