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How should I combine active and passive in my portfolio?

By Richard Edgar. Editor in Chief

Unlike many things in life, the method is not as important as the outcome. Active or passive? Friends or enemies? It’s time to reframe the debate and embrace the whole continuum.

Unlike many things in life, the method is not as important as the outcome. Active or passive? Friends or enemies? It’s time to reframe the debate and embrace the whole continuum.

Ned Salter avatar
Engagement is the ESG X-factor

Engagement is the difference between active and passive ESG offerings.

Bill McQuaker avatar
Active and passive through the cycle - by Portfolio Managers who've seen it...

When and how to combine the various shades of active and passive as economic and structural conditions change throughout investment cycles .

What's so great about indices?

Such is the attraction of indices, they are almost regarded as sacred. But in finance, blind faith does not make for good guidance.

What led to the rise of passive...and what comes next

Global assets in passive funds have surged over the past 15 years. We look at why that happened and whether it will continue.

Richard Edgar avatar
Has passive peaked?

Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?

Combining AI and active management to make powerful investment decisions
Combining AI and active management to make powerful investment decisions

Existing AI is not strong enough to make good investment decisions alone - the data often isn't good enough and the investment world is too complex.

Adnan Siddique avatar
The best writing on active and passive investing from around the world

Items which are asterisked come particularly highly recommended by Fidelity’s Editorial team.

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