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ACTIVE News & Analysis

Index funds have officially won
Funds
Index funds have officially won
Now what?
John Rekenthaler, CFA | 13 February 2024
Investing Compass: Picking an active manager
Funds
Investing Compass: Picking an active manager
New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help...
Shani Jayamanne | 09 May 2023
Morningstar's Active/Passive Barometer March 2021
Funds
Morningstar's Active/Passive Barometer March 2021
The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of US active funds against passive peers in their...
Ben Johnson, CFA | 16 June 2021
Will this be the year active ETFs succeed?
Stocks
Will this be the year active ETFs succeed?
Active managers are poised to grab a bigger piece of the $80bn exchange-traded pie but hurdles remain.
Emma Rapaport | 19 February 2021
Investing basics: what is active and passive investing?
Video
Investing basics: what is active and passive investing?
What is active investing, and what is passive investing? We're at the whiteboard to explain the pros and cons of each.
Holly Black | 03 December 2020
Investing basics: when should you use an active fund?
Personal Finance
Investing basics: when should you use an active fund?
Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager?
Morningstar.com.au | 27 November 2020
Would the laggards please leave: Active managers on notice
Funds
Would the laggards please leave: Active managers on notice
Is your stockpicker trailing the rest and still charging hefty fees? Then speak up, says Morningstar’s Andrew Miles.
Emma Rapaport | 24 September 2020
Magellan’s revolutionary restructure for global funds
Funds
Magellan’s revolutionary restructure for global funds
Merging its three vehicles into a single $15bn fund with two unit classes will benefit investors, the group says.
Emma Rapaport | 03 August 2020
How to decide where to hire active managers
Funds
How to decide where to hire active managers
Active management is tougher in some categories than others.
Alex Bryan | 29 April 2020
Moment of truth for active funds
Funds
Moment of truth for active funds
The corona market crash may provide active managers with an overdue opportunity to prove their worth.
Emma Rapaport | 28 April 2020