Wealth Management

us.jpg   fr.jpg

Active Management has Fared Better During Corrections

Chart20.png

Active Managers Have Generally Outperformed in High Dispersion Markets

Chart19.png

Large Blend Funds: No Clear Winner in Active vs. Passive

Chart18.png

Active and Passive Outperformance Trends are Cyclical

Chart17.pngChart17.png

Global Mutual Fund And Exchange Traded Fund Flows to Active and Passive Equities

Chart16.png

Financial Stress Manifests As...

Chart39.png

What You Can Expect at Full Retirement Age

Chart35.png

Leverage Among US Investment-Grade Issuers Has Been Rising, Increasing Risk for Passive Investors

Chart10.png

Passive Core Fixed-Income Strategies Have Substantial Duration Risk

Chart9.png

Passive Global Government Bond Strategies are Weighted Toward the Biggest Debtors

Chart8.png

Syndicate content