Passive strategies put another mark in the win column in 2015
Plus: You ain't seen lame until you've seen Congress next year, money manager M&A peaks, avoiding financial fraud, and how the rich get and stay rich
- Most active mutual fund managers missed the boat in 2015, with just 27% of large-cap core funds beating the S&P 500 Index. Adding fuel to the active-versus-passive debate.
- If you thought Congress was lame in 2015, just wait till next year. It all boils down to one basic reality, 2016 is an election year. “So, that makes it harder,” said President Barack Obama.
- Money managers continued to consolidate in 2015. At almost 80 deals, 2015 M&A activity is 20% higher than 2014.
- Some effective ways to avoid financial fraud in 2016. Watch out for anything that appears too good to be true.
- The super-rich didn’t get that way without some kind of a strategy. For 2016, this is how a lot of rich folks are investing. There will be some carryover from 2015. And let’s not forget the benefits of savvy tax management.
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