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Products run by BlackRock, H2O and Invesco battered by pandemic
A well-informed decarbonisation trajectory calls for a quantitative investment approach via indices
Traditional fund groups are fighting back by launching ETFs that buy assets without following an index
More than half of the world’s biggest pension funds yet to allocate capital to the strategy
£4bn inflows to retail funds in April after record outflows in March
The average UK active fund has outperformed over the long term
Britain’s largest wealth manager attempts to stave off competition from cheaper rivals
Market leaders such as BlackRock, Vanguard and State Street have gained control of 61% of the industry’s assets
Exchange traded products that can self-determine whether they trade passively or more actively introduce all sorts of new risks for investors and the wider market.
More volatility ahead as US oil storage capacity is depleting, analysts warn
Rise of volatility and dispersion was supposed to bring a change of fortunes versus passive
A period of convincing outperformance by active managers is sorely needed
I’ve drawn up a list of badly beaten-up stocks worthy of a punt
BlackRock, DWS and UBS among managers with the biggest outflows in March
I’ve opted for Treasuries and cash at a time of impaired company cash flows
More than half of ethical and sustainable funds beat the MSCI World index
ETFs based on factors such as value or momentum have yet to live up to their promise
S&P Dow Jones Indices, FTSE Russell and ICE Data Services all delay index rebalancing
Vanguard and BlackRock fixed income funds suffer price dislocation
Sudden falls in markets have pushed investors into selling up — I wouldn’t do that
Gap between closing price and vehicle’s net asset value surged to a 6.2% discount last week
Index funds suffer from higher exposure to the energy sector
Most investors will find that more than 20 or 25 funds is way too many
Active managers must seize any performance advantage they can from the current crisis
Baer Pettit hits back at suggestions the index provider is in cahoots with Beijing
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