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PASSIVE INVESTING News & Analysis

Blending active and passive into a winning portfolio
Markets
Blending active and passive into a winning portfolio
When looking at long-term equity index charts, it’s easy to forget the individual stocks underpinning the indices don’t move as a unified...
Duncan Burns | 12 December 2023
Active vs. passive in listed real estate
Funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that...
Steven Le | 12 November 2023
Investing Compass: The best lessons from 150 episodes
Personal Finance
Investing Compass: The best lessons from 150 episodes
It's our 150th episode! We go through the best lessons from the last 150 episodes.
Shani Jayamanne | 05 November 2023
Cage match: Traditional index funds vs. ETFs
ETFs
Cage match: Traditional index funds vs. ETFs
How do they stack up when it comes to costs, trading capabilities, and taxes?
Christine Benz | 24 October 2023
What is direct indexing?
Personal Finance
What is direct indexing?
We take a look at the pros and cons of this investing strategy.
Karen Wallace | 08 June 2023
How to find the right active manager
Video
How to find the right active manager
Johanna Englundh talks to Morningstar's Jose Garcia-Zarate on how to identify managers that can help you on your investing journey.
Johanna Englundh | 06 June 2023
Investing Compass: Picking an active manager
Funds
Investing Compass: Picking an active manager
New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help...
Shani Jayamanne | 09 May 2023
Only 2.4% of companies deliver all net shareholder wealth
Stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...
Graham Hand | 30 March 2023
Vanguard slipping to second place in fund flows race
ETFs
Vanguard slipping to second place in fund flows race
After 15 years, Vanguard is set to hand the top spot to iShares, thanks to active fund outflows.
Katherine Lynch | 16 December 2022
The rise of active management in a passive world: Editor's Note
ETFs
The rise of active management in a passive world: Editor's Note
Just because it says ETF on the tin doesn't mean the fund operates in the tradition of Buffett or Bogle.
Emma Rapaport | 03 December 2021