Most investors either ignore emerging markets or hand their money to active managers who underperform. Academic research points to a better approach: factor investing in emerging markets, targeting the company characteristics that have persistently driven higher returns.
Investment platform fees vary wildly — and small differences compound into serious money over time. Here's how to work out what you're really paying and whether it's time to switch.
Fidelity's active funds built their reputation on Peter Lynch's legendary returns. But 30 years of data reveals zero funds with statistically significant outperformance. Most telling? Fidelity's own $723 billion bet on zero-fee index funds—bigger than its flagship active fund. When Peter Lynch's company stops backing Peter Lynch's strategy, the evidence speaks louder than marketing.
Robin Powell
Oct 25, 20259 min read
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