From money-saving work perks to investments and tax planning, resolve to get your finances in shape this new year
Only 20% of actively managed equities and fixed income vehicles outperformed over 15 years
Shift into passive strategies and ETFs has accelerated as performance of pricier mutual funds lags behind benchmarks
$10tn money manager agrees to curbs on influencing decisions of mid-sized and regional lenders
Ignites Asia analysis has tracked investments in companies such as CATL, the EV battery maker accused of Xinjiang links
Sharp deviations have appeared in expected returns of two leveraged funds amid surge in bets
Powerful US groups are shaking up the market and forcing their transatlantic rivals to partner and scale up — or exit the sector
Active mutual funds are dying, and I’m telling you why
£4 a month charge will make platform more expensive than rivals for those with less than £10,000
US leads global inflows as investors pour money into Wall Street equities
Any notion that the Magnificent Seven had unstoppable momentum received a reality check earlier this year
Virtually every other corner of the ETF investment universe was ground into dust by the onward march of Wall St
The savings compared with mutual funds was mainly due to tax advantages rather than exchange traded funds’ lower fees
Active fund managers often claim the moral high ground, but investors are increasingly choosing passive rivals
Top 10 stocks in the S&P 500 now comprise 37 per cent of index weighting
Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds
You won’t believe how it turned out
Asset manager’s chief economist Joe Davis says investors are overplaying the near-term potential of the technology
Manager claims to be first to offer strategy in a money market fund-regulated actively managed ETF in Europe
If approved, the products will allow investors to limit or protect against losses in return for surrendering some potential gains
The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity
Increasing numbers of US managers are making the move offering investors multiple advantages
October’s net sales for active equity and bond funds were higher than passive rivals for first time in 20 months
Compounding reveals the true value of long-term investing and minimising costs
Launches go against the flow of money going into strategies intended to protect investors from overconcentration
