Inefficiencies in the small caps index means outperformance is common but that should not cost 60% more in fees than large caps. Large caps have outperformed small caps over the long term but with significant variability.
Author Archive | Greg Cooper
The rapid rise in investments into passive vehicles is having a distortive effect on markets as the flows are prone to sudden reversals. The cheap cost may come with a paradoxical result.
Chasing higher market returns inevitably comes with higher risk, but is there a portfolio ‘sweet spot’ that accepts some risk in exchange for better performance, while keeping fees under control?