Ep. 33 Will active management ever change?

Ep. 33 Will active management ever change?

Is Active Fund Management Stuck in the Past? The financial industry is often seen as fast-moving and innovative — but is that reputation deserved? In this episode, we dive into the surprising realities of active fund management with Professors Yuval Millo (University of Warwick) and Crawford Spence (King’s Business School), two of the authors behind Inertia: Purposeful Inefficiencies in Financial Markets. Drawing on interviews with around 70 active fund managers and equity analysts across the UK and US, Millo and Spence reveal a world where risk-taking is punished, mediocrity is rewarded, and even industry insiders avoid the very products they sell. Why does this inertia persist? What does it mean for the future of active investing? And why do so many financial advisers still push active funds? Tune in for a thought-provoking conversation that lays bare the inner workings — and contradictions — of an industry resistant to change.

Ep. 32: What will investing and advice look like in 2035?

The last ten years transformed investing, but Jason Butler says that was just the warm-up act. While passive funds slashed costs and robo-advisers democratized investing, he believes we're on the brink of something much bigger. His prediction? The UK will lead a global financial revolution by 2035, delivering AI-powered personalised strategies, reducing costs, and making today's investment access look primitive.  Jason breaks down his bold vision in the latest episode of The Investing Show from Timeline.

Ep. 31: How to enjoy a successful retirement

Retirement is a huge life change. And yet most people don’t start thinking about it, let alone start planning for it, as early as they should.In this episode, Robin Powell talks to Pete Matthew about how to prepare, financially and otherwise, for the life you really want. Pete is one of the UK’s best-known financial voices, Pete Matthew — author, podcaster, and Chartered Financial Planner — about his brand-new book, The Meaningful Money Retirement Guide. Pete shares hard-earned wisdom from 25 years in the business. He’l be covering what he describes as the three crucial phases of retirement: from the final sprint before you stop working, through the transition itself, to building a new, purpose-filled life after work. If you’re just starting to think about what your life might look like beyond full-time work, this episode is packed with insights and practical advice you won’t want to miss.

Ep 30: Five mistakes investors make

Every investor makes mistakes. And, whether or not they want to admit it, many commit the same errors again and again.So what are the most common investment mistakes? And how can you avoid making them? Our guest on this episode is Joachim Klement. Joachim is a former Chief Investment Officer, who now works as an investment strategist at the investment bank Panmure Liberum. He’s an author, and his blog, Klement on Investing, is highly acclaimed.Joachim discusses five of the most common mistakes investors make and how you can avoid repeating them.

Ep 29: Everything You Need to Know About Indexing

The shift from active investing to index funds is accelerating—billions are being saved in management fees, and actively managed funds are seeing record outflows. But why is this happening, and what does it mean for the future of investing?In this episode, we sit down with Dr. Tim Edwards, Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices. Tim breaks down the dominance of index funds, explains why today’s tech-heavy market isn’t as unusual as it seems, and shares his insights on whether passive investing will ever hit its limit.Are we witnessing a permanent transformation in investing? Or will active fund managers make a comeback? Tune in to find out!Subscribe for more insights on finance & investing!