Drew's Views

Insights from the CIO of Albert Bridge Capital

Passive vs Active

Everybody Was Kung Fu Fighting?

Last week, Finance Twitter erupted over a Bloomberg article about Michael Burry [i] and how he likened passive investment in equity markets to the bubble in the synthetic CDO market back in 2007, which he famously – thanks to Michael Lewis and Christian Bale – identified.
Read More

Passively Irrational?

Some of you may remember the quant crash of August 2007.
Read More

123 Years of the Dow

Presented without comment.
Read More

Data Science and Alpha

As the investment community embraces data science, we should not be blind to the reality that many of our active-management peers are
Read More

Passive Flows and Wheelbarrows

A nightly sort of the most active US names is usually dominated by ETFs. Earlier this month, we took a peek at the most heavily traded names on one particular day.
Read More

Robots and Alpha

The trend from active to passive (or systematic) investing is now well-entrenched.
Read More

Subscribe and sign up with your email address to receive the latest news and updates
Oops! Something went wrong while submitting the form.