Weekly Highlights 15 Dec: Passive investing to push US ETF asset over $50 trillion by 2030?

#1 BOA predict ETF asset to surge to $50t by 2030 The current size of the US ETF assets stands at $4.3 trillion, of which more than $3 trillion are invested in index-tracking ETF, i.e. passive investing. If the market continues to grow at its current rate, the US ETF asset is expected to hit … Continue reading Weekly Highlights 15 Dec: Passive investing to push US ETF asset over $50 trillion by 2030?

SPIVA: Doomsday for active fund managers?

If there is ever a financial research piece that active managers would love to banish to the deep depths of hell, it would be the SPIVA Scorecard. SPIVA stands for S&P Indices Versus Active and the SPIVA Scorecard is a research paper published by S&P DJI that compares the performance of actively managed funds against … Continue reading SPIVA: Doomsday for active fund managers?

Investing in China? Top Passive ETFs for your consideration

When it comes to the selection of broad market ETFs for the Chinese market, investors in Singapore are not exactly spoiled for choices. The selection in SGX is downright pathetic. Investing in US-domiciled ETFs listed on US exchanges expose an investor to the 30% dividend withholding tax. As a result, to optimise your returns, I … Continue reading Investing in China? Top Passive ETFs for your consideration

Bogle 3-Fund Portfolio for the modern investors in Singapore

By now, I think it is pretty clear that I am a big fan of passive investing and of course, John C. Bogle. For everyone who may not know who Mr Bogle is, John C. Bogle was the founder of Vanguard, one the largest asset manager in the world. A dominant player in the fund … Continue reading Bogle 3-Fund Portfolio for the modern investors in Singapore