Passive managers on the insulation of fixed-income from the index investing sea change.
And two smaller positives, which need to be made larger yet for active management to regain its popularity.
The strengthening dollar in 2016 means that currency hedging is once again the tax villain for ETF investors.
Nor has it sold its soul to reach the top.
Two of the mutual fund world’s biggest thinkers square off on factor investing.
Your clients’ success depends on it.
Rob Arnott and Cliff Asness agree on many fronts, but they have different views on how carefully you should consider valuation when deciding to invest in a factor strategy.
Short of an unlikely breach of investor trust, Morningstar’s Ben Johnson thinks the fund giant will continue its momentum.
Our semi-annual Active/Passive barometer shows that expenses are one of the only reliable predictors of success, writes Morningstar’s Ben Johnson .
A race to lower expense ratios on broad-market ETFs, along with other factors, has pushed the estimated holding costs of many funds to nearly zero, writes Morningstar's Ben Johnson .