The case for low-cost index-fund investing
07 August 2020 | Portfolio construction
The growth of index investing has become a global trend over the last several years, with a large and growing investor base. This paper discusses why we expect index investing to continue to be successful over the long term – a rationale grounded in the zero-sum game, the effect of costs and the challenge of obtaining persistent outperformance.
We examine how indexing performs in a variety of circumstances, including diverse time periods and market cycles, and we provide investors with points to consider when evaluating different investment strategies.
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