07 Oct 2019

We highlight the below points in our attached newsletter: Highlights on the Latest Morningstar US Fund Flow report The Investment Association (AI) in the UK released its annual document which reviews the total assets managed by IA members. 201909 Monthly Newsletter...

10 May 2019

We highlight the below points in our attached newsletter: Many economists and market commentators are talking about the inverted yield curves around the world Why the concern? What should we do in our portfolio construction? 201905 Monthly Newsletter...

10 Apr 2019

We highlight the below points in our attached newsletter: April was another positive month for global equity markets Market Timing Revisited Low-Fee Funds Gaining All the Flows in the US in 2018 201904 Monthly Newsletter...

10 Feb 2019

We highlight the below points in our attached newsletter: A lesson in the dangers of market timing Speak to your financial adviser and stick to your long-term investment plan 201902 Monthly Newsletter...

10 Dec 2018

We highlight the below points in our attached newsletter: Some of the major world regions had a significant drop in value Should You be Switching Out of Equities? Equities for the long run 201812 Monthly Newsletter...

10 Jan 2018

We highlight the below points in our attached newsletter: Sick to a long-term investment plan The global trend to passive continues Warren Buffet won the ten-year bet 201801 Monthly Newsletter ...

01 Feb 2017

There were strong relative flows to passive: In the US mutual fund (unit trust) and ETF savings pool, net flows in 2016 were $340bn out of active and $505bn into passive. Even more dramatic is the story for equity funds since 2008; investors have invested $1.3trn into passive equity funds and withdrawn $0.9trn from active equity funds. That’s a $2.2trn switch in investment style ove...