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Passive investing

June

Aiming for early retirement? Make sure you know your numbers, find your purpose and keep it simple, say those who have already walked this path.

We retired early with $4m and learnt two big lessons

Building the wealth to retire early is one (huge) thing. But figuring out how you’re going to spend your time after you do it is a whole other matter.

Active investors can miss out when compared to passive ones because switching investments costs them returns in the long term.

You can save $213,964 by avoiding this ‘smart’ person’s mistake

Switching in and out of your investments has a financial cost – and the extent of it might surprise you.

May

The growth of the retirement fund sector has come at the same time as may of those funds have merged, creating havoc for external money managers.

Big super mergers create havoc for fundies as mandates get yanked

It’s clear the days of investment managers raking in easy money ended long ago. And some of the best-known firms are getting hit hardest as demand dries up.

Jon Eggins, Russell Investments.

Three things to look for in a fundie, from someone who’s met hundreds

From the magnificent seven to BATMMAAN, it’s about funding the next big thing – and cutting through the spin, says Russell Investments’ Jon Eggins.

Macquarie says investors should be cautious about markets overheating.

A lot of fundies at Macquarie conference, not a lot of new ideas

Investment conferences are all about who’s on stage. But what if you looked the other way and considered who’s in the crowd?

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April

The market is puzzling over the share price surge at Matt Comyn’s CBA.

The CBA mystery the whole market’s talking about

Brokers, analysts, investors and bankers are all scrambling to answer the same question: why did the bank’s shares rocket on Tuesday?

For a second year in a row, active managers in Australian fixed-income investments outperformed the passive benchmark in 2024.

Passive investors are smashing active ones – except in one key area

One of the fastest-growing asset classes in Australia is also a rare happy place for active managers. We explain why.

March

There are nine types of investor. Which are you?

This 5-minute test promises to make you a better investor

It’s never been easier to get a “money personality” assessment that offers to unlock your personal investing secrets. But is there any science to it?

February

Five things those who retire early have in common, other than good pay

Want to say goodbye to working for a living? Make sure you understand why first, and then it’s time to get out the calculator.

Larry Fink in Sydney on Thursday.

Larry Fink says 30-year fixed rate mortgages could change Australia

The BlackRock CEO says 30-year fixed rate mortgages could supercharge Australian economic growth and dynamism. And he knows who can back the idea. 

How to build a portfolio using just three ETFs

It is possible to create a simple yet powerful portfolio with a handful of low-cost, exchange-traded funds.

January

How do you beat a market where the biggest investors seem to be able to keep buying their biggest stocks?

The existential risk Australia’s rock star investors are facing

If fund managers cannot work this one out, they could be gone before the problem gets a chance to fix itself. Small shareholders and even super funds would be worse off.

November 2024

Fund managers are looking long-term as they contemplate another tricky year.

Why stock pickers are worth saving in a world gone passive and private

Active management is supposed to be about allocating capital in the best way for the long term. But fundies have found themselves in a short-term pain cycle.

October 2024

Passive investing can carry unintended consequences, making it a balancing act for investors.

Is passive investing a safe bet or a double-edged sword?

While typically considered benign, passive index investing can come with unintended consequences.

August 2024

Trends in returns over 30 years.

What investors can learn from 30 years of markets data

Analysis by Vanguard Australia for AFR Weekend reveals how different asset classes have performed and a surprise top performer in the last financial year.

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Buy and hold investors choose assets in the belief they will appreciate over time.

There are five types of investor. Which are you?

The best investing advice is 2500 years old and comes from Greek philosopher Socrates: Know yourself.

June 2024

Andrew Creber, CEO of JPMorgan Asset Management, Australia and New Zealand says active investing is back.

‘Active’ a dirty word in investing circles, high fees an issue: JP Morgan

JP Morgan executive Andrew Creber argues active managers are on the cusp of a comeback but passive investor Betashares says ‘no chance’.

May 2024

These 5 ETFs posted double-digit returns in April’s shock sell-off

The fall in global sharemarkets stopped the fast-growing ETF industry in its tracks in April, but proved profitable for several short-style strategies.

March 2024

Year after year, relatively few active fund managers outperform passive managers.f

Stock pickers at near record levels of underperformance

More than 75 per cent of all Australian large-cap equity fund managers underperformed the ASX200 benchmark for 2023.

Passive funds are popular for two reasons: performance and cost.

This fundie has a warning on passive investing. Will investors care?

Mega-cap stock have pushed sharemarket indices to stretched levels at a time when risks are building across economies and markets. This $934 billion fundie is worried about a nasty hangover. 

Original URL: https://www.afr.com/topic/passive-investing-1n5s