Saturday, February 28, 2026

Active versus Passive Investing

Fewer active managers beat index funds last year.
https://www.cnbc.com/2026/02/25/active-managers-vs-index-funds.html

Better Conditions Did Not Yield Better Results for Active Managers in 2025
https://www.morningstar.com/funds/better-conditions-did-not-yield-better-results-active-managers-2025

Your Investing Strategy Is Great, So Long as You Don’t Actually Trade Anything
https://www.wsj.com/finance/investing/your-investing-strategy-is-great-so-long-as-you-dont-actually-trade-anything-3a3d2b09
A look at a popular ETF shows why real-world returns don’t always live up to expectations. 

Unconventional wisdom: Investing in the age of passive: Market evolution or looming disaster?
https://www.morningstar.com.au/personal-finance/unconventional-wisdom-investing-age-passive-market-evolution-or-looming-disaster


Why Hands-Off Investing Pays Off
https://www.nytimes.com/2025/08/15/business/investing-fund-returns-interfere.html
Put money into low-cost stock and bond funds, but don’t forget the rest of the recipe: Leave your investments alone. 

When Boring Became Beautiful for Stock-Market Investors
https://www.wsj.com/finance/investing/index-funds-investing-stock-market-f747f46f
Index funds were first considered nonsense. That nonsense now rules among many individual investors.
 
The Dominance of Passive Investing and Its Effect on Financial Markets
https://merage.uci.edu/news/2024/10/The-Dominance-of-Passive-Investing-and-Its-Effect-on-Financial-Markets.html
 
Passive Investing and the Rise of Mega-Firms
https://personal.lse.ac.uk/vayanos/Papers/PIRMF_RFSf.pdf 

Big tech’s dominance is straining the logic of passive investing
https://www.economist.com/finance-and-economics/2023/07/20/big-techs-dominance-is-straining-the-logic-of-passive-investing
Both index providers and fund managers must adjust to the dominance of a few firms. 

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