market portfolio analysis

Passive or Active? Why not both?

June 2022.

This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more appropriately, dispel that it should be a debate at all. The two styles are a good compliment to each other, when used properly and in the right sectors.

We will then have a look at current market dynamics, where good news might be bad news, and bad news good. Are we in opposite land? Maybe so.