John Bogle Predicts Wall Street Will Take a Hit as Indexing Grows
The founder of Vanguard Group, the world’s biggest fund company, says investors are unhappy with active management.
December 6, 2016
Daily Agenda: ECB Restraint May Signal Global Tightening
Markets flag after Draghi downplays further easing; Chinese inflation remains tame; Wells Fargo fined over fictitious accounts; China’s new railway boom.
September 9, 2016
Book Excerpt: Charles Ellis and the Index Revolution
In this exclusive excerpt from his upcoming book, the longtime consultant explains why he’s come to believe that active investing is ultimately a loser’s game.
Charles D Ellis
August 15, 2016
ETFs vs. Futures: A Shifting Landscape
A different supply-and-demand environment and regulatory changes are two factors behind a shift from futures contracts to ETFs.
August 7, 2016
Is Long-Term Value Creation in Equity Markets Possible?
Companies that have strong competitive advantages in their respective industries are more likely to be on track to keep generating steady returns.
August 5, 2016
Smart Beta ETFs Enjoy Surge of Popularity in Europe
Growth rate of these factor-based products takes off, with low-volatility funds leading the pack.
July 26, 2016
STOXX CEO Matteo Andreetto Embraces ‘Quarterback’ Role of Indexing
Since joining the index provider two years ago, Andreetto has focused on client communication and investor-directed innovation.
June 14, 2016
Eaton Vance’s NextShares Still Finding Its Way
Eaton Vance CEO Tom Faust concedes that it’s been a slow boil for the ETF–mutual fund hybrid so far, though better distribution may help.
April 7, 2016
Smart-Beta Investors Chase Performance at Their Peril
Research Affiliates, BlackRock and other firms warn against falling for marketing spin and piling into popular factor-based strategies.
March 16, 2016
Death and Taxes: Ben Franklin and Wealth Management
When it comes to strategies for ultra-high-net-worth individuals, Ben Franklin, David Swensen and Warren Buffett are on the same page.
March 13, 2016