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It is often claimed that active funds offer greater protection in falling markets. Unlike index funds, active managers can hold cash or shift into bonds to avoid losses. But the evidence suggests otherwise. According to TIM EDWARDS from S&P Dow Jones Indices, most active funds fail to beat the market in bear phases just as they do in bull runs. If you are worried about downside risk, there may be better, cheaper solutions than relying on active management. 1. Active funds sti

Before choosing a financial adviser, it is essential to ask the right questions. One of the most revealing is whether they recommend active or passive funds. Actively managed funds come with higher costs, and over time, those fees eat into returns. As investment author ANDREW HALLAM explains, the odds of outperforming low-cost index funds with active funds are slim. The good news is that more advisers are now turning to low-cost passive funds. If yours does not, it may be tim

Why does asset management move at a snail's pace? A new book claims it's down to the "purposeful inertia" of entrenched interests.

Choosing an active fund can seem like a smart move, especially when a fund has delivered strong results in the past. But past performance...

Active funds promise market‑beating returns through clever stock‑picking and timely trades. Yet the evidence shows that very few deliver. ...