Indexing / Passive

Optimise your use of ETFs and index-linked strategies

Global Investment Strategy outlook 2026
  • 4 days ago

As we near 2026, the global economy stands at the crossroads of technological acceleration and policy fatigue. Liquidity and optimism coexist with structural imbalances. For investors, the challeng...

Global Active Credit: October Monthly Commentary
  • 4 days ago

October saw strong equity market performance globally, accompanied by a rally in global risk-free rates. The S&P 500 gained 2.3%, while the Nasdaq rose 4.8%. In Europe, major indices also finished...

Active vs. Passive Report, 3Q25
  • 7 days ago

This series of charts compares active managers alongside relevant benchmarks over the long term.

How to Build a Global Investment Portfolio for the Next Decade
  • 11 days ago

Investors may be able to outperform passive multi-asset benchmarks with allocations to the likes of emerging markets, alternative assets, and real assets.

Weekly Market Commentary | November 17 2025
  • 12 days ago

Stocks: Strong Mag 7 Earnings Buoy U.S. Large Cap Indices, But Narrow Leadership Is Worth Watching; A More Hawkish Than Expected FOMC Tamps Down Small Cap Sentiment; U.S. Dollar Rebound Problematic...

Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
  • 12 days ago

In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allo...

Multifactor investing: looking back after a decade
  • 12 days ago

Discover how multifactor ETFs can potentially enhance returns and help maintain discipline through market volatility.

The Hidden Cost of Taxes
  • 13 days ago

Like the tip of an iceberg, expense ratios reveal only the easily visible costs of investing in a mutual fund or ETF. Beneath the surface are hidden costs that can potentially play an even larger r...

Unlocking opportunity in the leveraged loan market
  • 14 days ago

Learn how investors are now able to harness leveraged loan exposure through indexing.