Active versus Passive Investing

Active or passive investment has been a long-standing debate in the investment community, but has recently come to the fore again as the proportion of global equity assets managed passively moves towards 50% (up from below 20% ten years ago).*

Our Senior Investment Analyst Stuart Saberi looks at both sides of the debate in our latest comment piece and explains how we use a mix of both strategies when managing client portfolios.

Click here to see the full article.

 

*Morningstar Asset Flows, showing registered funds Worldwide including the US in US Dollar.

Investment Strategy Quarterly – January 2019

January’s Investment Strategy Quarterly, produced by the Raymond James Investment Strategy Committee is now available.

Featured in this issue:

  • Should investors be afraid of populism?
  • Outlook for the UK Financial Markets in 2019: Is it all about Brexit?
  • If the world steps away from a trade war, can Europe and the emerging markets step up?
  • 2019 Energy Outlook

Click here to read the latest issue.

 

Weathering Market Volatility

As global stock markets and investors brace themselves for more political and economic headwinds, we have produced a factsheet that explains the concept of risk and volatility, as well as highlighting the importance of long term investing during these uncertain periods.

Click here to read the factsheet.

If you would like to discuss how we manage volatility in our portfolios, please do not hesitate to contact us.