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Passive Investing

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Markets Without People – Passive, Index and ETF Investing

July 3, 2018

Howard Marks of Oaktree Capital in his latest shareholder memo addresses the consequences of index investing, quantitative investing, and artificial intelligence. In other words, he addresses the trend toward investing with minimal interference from people. He starts with a nice history of passive investing and exchange-traded funds, and then goes on to discuss his view […]

Mario Gabelli Speaks

April 9, 2018

Here’s a recent interview with investment manager Mario Gabelli, now 75 years old. The interview covers a range of topics including passive investing (he’s not worried about it), large tech companies, the future of media, and the stock market correction. “The big issue is our $500 billion trade deficit, the $1 trillion budget deficit, the […]

The Index Investing War between Index Providers

August 24, 2017

No, the war isn’t between advocates of index investing and those of active investing. The real war is between the people who construct the indexes. As this article points out, it’s a lucrative business that few investors know about. It’s also ruthlessly competitive and about to become more so. If indexes really are the market, […]

Some Robo-Investment Surprises

August 2, 2017

Not all of the robo-fundo robo-investment programs are the same, and you might be surprised at some of the differences. Also, an independent program that’s been purchased by one of the major financial firms could change in ways you don’t expect, according to this article. It says a fund might not be allowed in the […]

Advice for “Passive Investors”

June 30, 2017

I’ve long complained about the term “passive investing.” Many people like to say that investing in indexes is passive investing. That’s not the case by a long shot. For one thing, the indexes are constructed by people making choices, and the indexes regularly are changed. Indexes aren’t passive. They aren’t “the market.” This article goes […]

Index Investing Advocate Changes His Mind – Why?

June 27, 2017

Burton Malkiel wrote A Random Walk Down Wall Street in which he advocated investing in index funds. He’s maintained that position since, issuing many revised editions of the book and serving on Vanguard’s board. Now, he’s on the board of a new firm and advocates its active investing style. Read the details here. “Even though […]

The Return of Active Managers and Hedge Funds

June 15, 2017

This article covers a conference that tipped against the current wisdom. The conference participants talked about the advantages of hedge funds and active stock fund managers. Most participants seemed to agree that over the last few years, the vehicles haven’t delivered what investors expected. But they expect that investors will want these vehicles sometime in […]

Taking Apart Target Date Funds

April 10, 2015

Target date funds are becoming more popular, especially in 401(k) plans. These are funds that change their asset allocation over time based on the assumed age of the shareholders. For example a target date 2020 fund is supposed to be owned by someone who plans to retire in 2020. But these are a new part […]

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