There is a fled from bond funds towards other income producing assets. At the same time, there is a shift from actively managed funds to passive managed funds.
This video, probably not many folks will connect with them since our readers usually are the folks that believe they outperform funds.
What Is my major take-away is on Investor returns vs investment returns. Investors can be vested in the same fund but have totally different results because of our behavioral problems.
And in the words that Christine uses, you can understand why she advocates a Target Fund that is low cost from Vanguard due to better “investor outcomes” not returns.
Here, 2 Morningstar analysts talks about this shift
- 3:44: Shift from active to passive funds
- 7:30: The benefit of index funds near a retirement
- 9:20: Revisiting the idea that bond DOES have a duration and it factors into your decisions
- 14:00: Non Traditional Bond Funds
- 15:30: ETF vs traditional index funds
- 17:00: Target Date Funds: Why have they done well
- 18:50: Investor returns vs Investment returns
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
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Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.
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