Do Active Managers Fare Better in Bear Markets?

It's well known that actively managed funds performed very badly compared to index funds in the long bull market that ran from March 2009 to March 2020. Some have suggested that because active equity funds have the freedom to hold some cash and bonds, they may perform better in a bear market. But is it true? Dr. Tim Edwards is from S&P Dow Jones Indices.

DISCLOSURES:

All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. There is no guarantee any investment strategies will be successful. Investing involves risks, including possible loss of principal. Past performance does not guarantee future returns. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.