The Japanese pension fund’s actively managed foreign-equity investments outperformed the far larger amounts being managed passively. Should it take active investing more seriously?
With no end in sight to the fund merger trend in Australia, funds of under $1 billion in size are under greater pressure to show their worth. There are ways they can do so, say experts.
Equity market optimism is undimmed among some CIOs at Australia's superannuation funds. But with markets priced to perfection, questions are raised about future returns.
In an environment where investing in a few large cap stocks is the key to outperformance, fund managers who are truly active and still outperform will gain appeal, industry experts say.
Covid-19 has caused heavy volatility in global stock markets, with more likely in the second half of 2020. Could it allow active investors to shine, versus their cheaper index peers?
We ask four experts whether high valuations and market uncertainties will push active investing back into investors' thoughts, or passive strategies will continue to gain traction.