Latest News - Robert St George
Dissecting the European equity ETF bonanza
We run the rule over a market which has seen inflows of over £26 billion in the past year.
Does active beat passive in global bonds? We crunch the numbers
Fixed-income indexes are heavy on the most indebted entities. So should you go active for your global exposure?
Active vs passive for UK equities: we crunch the numbers
Shares in some big UK companies like Provident Financial (above) have plummeted of late. With passives having to own these come what may, is now the time for active management?
U Can't Touch This: why annual rebalancing of passives pays off
Academics in the Netherlands break it down - savings made on transaction costs outweigh returns on offer from more frequent portfolio rebalancing.
Passive investors falling victim to past performance fallacy
Active investors are not the only ones suffering from bias, as a new article suggests the risk premiums ascribed to some factors are economically baseless, resting on past performance.
Passive’s next opponent: climate change
Passive investors have already shaken the world of asset management, and big oil may be the next industry to feel their power.
PassiveBeat: ‘Active v passive’ versus the world’s worst regimes
As the UK goes to the polls, we ask whether fund managers should be freed from the need to compare their performance with questionable governments.
Crazy in ETF love? New study imagines bottling star quality
Yes sir, they're cut from a different cloth, academics at the University of Zurich and MIT offer an alternative way to reach for the stars, passively.
Weak oil, weaker ETF: new research highlights passive pitfalls
Economists at the Federal Reserve Bank of Dallas reveal losses incurred by exchange traded oil products far exceed those from weak commodity prices.
Active or passive: who will own the next Amazon?
In May 1997 earth's biggest book seller floated. Two decades on discover why the path to owning the next disrupter looks a whole lot different.
Revealed: The S&W shareholders who stand to gain from IPO
Wealth Manager loves a long shareholder list, so we contacted Companies House to find out who owns – and will benefit most from – the potential flotation of Smith & Williamson.
Exactly how much do the top fund managers turn over?
Wealth Manager research analyses how extensively six top fund managers turnover stocks in their portfolios.
Why don’t high net worth investors trust robo-advice?
The number of robo-advisers has increased exponentially since 2015, but a recent survey has suggested they are failing to attract high net worth (HNW) individuals.