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Latest News - Robert St George

Bad timing: active’s limited downside protection

A forthcoming paper investigates why managers who minimise beta ahead of periods of high volatility and low liquidity fail to post positive performance

Good news: equities aren’t overvalued!

New research into valuation metrics reveals only 20% of the Dow Jones' constituents are in bubble territory - time to switch tracker?

Fake news! Don’t believe the ETF scare stories

It’s easy to obsess over ETF failures to deliver and short interest, but this misses the point.

U Can't Touch This: Why it pays to rebalance annually

Academics in the Netherlands break it down - savings made on transaction costs outweigh returns on offer from more frequent portfolio rebalancing.

‘Active versus passive’ versus the world’s worst regimes

As the UK goes to the polls, we ask whether fund managers should be freed from the need to compare their performance with questionable governments.

Passive’s next opponent: climate change

Passive investors have already shaken the world of asset management, and big oil may be the next industry to feel their power.

Crazy in ETF love? New study imagines bottling star quality

Yes sir, they're cut from a different cloth, academics at the University of Zurich and MIT offer an alternative way to reach for the stars, passively.

Weak oil, weaker ETF: new research highlights passive pitfalls

Economists at the Federal Reserve Bank of Dallas reveal losses incurred by exchange traded oil products far exceed those from weak commodity prices.

Are active or passive investors more likely to own the next Amazon?

In May 1997 earth's biggest book seller floated. Two decades on discover why the path to owning the next disrupter looks a whole lot different.

Passive Beat: Liquid alts risks to be explored in new study

A forthcoming academic paper is set to address the inadequacies of the current regulatory regimes governing passive products.