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ACTIVE MANAGEMENT News & Analysis

Where do active managers add value?
Funds
Where do active managers add value?
Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
Christine St Anne | 15 November 2023
Lazard crowned fund manager of the year
Funds
Lazard crowned fund manager of the year
Value investing strategies shone in a year plagued with uncertainty.
Sarah Dowling | 23 February 2023
Active managers say volatile markets demand their skill, but data suggests otherwise
Funds
Active managers say volatile markets demand their skill, but data suggests otherwise
The Global Financial Crisis, Covid and this year’s selloff all caught many stock pickers off guard.
Nicki Bourlioufas | 30 May 2022
Track if your fund manager is taking the best shot
Funds
Track if your fund manager is taking the best shot
Active managers should be having a crack. Nobody should pay high fees for a low tracking error fund.
Graham Hand | 07 April 2022
Australia's active ETF industry is on fire. Or is it?
ETFs
Australia's active ETF industry is on fire. Or is it?
Industry growth looks strong, but it's all concentrated in a small group of funds.
Callan Maclennan | 15 March 2022
Weighing up Magellan Financial Group after Douglass surprise exit
Video
Weighing up Magellan Financial Group after Douglass surprise exit
Morningstar equity analyst Shaun Ler explains why he see valuation upside high for MFG even as shares lose steam.
Emma Rapaport | 13 February 2022
The rise of active management in a passive world: Editor's Note
ETFs
The rise of active management in a passive world: Editor's Note
Just because it says ETF on the tin doesn't mean the fund operates in the tradition of Buffett or Bogle.
Emma Rapaport | 03 December 2021
Most active managers underperform, again: S&P
Funds
Most active managers underperform, again: S&P
Aussie small cap managers are among the few who can consistently beat the index.
Lewis Jackson | 10 September 2021
3 investment lessons from the first half of 2021
Personal Finance
3 investment lessons from the first half of 2021
For the most part, the markets behaved in line with expectations.
John Rekenthaler | 12 July 2021
Vanguard is adapting to stiff competition
Funds
Vanguard is adapting to stiff competition
Advice, high-conviction active, and private equity are three big initiatives.
Alec Lucas | 30 June 2021