Chris Hestelow / Are Passive Funds The REAL Bubble? Ep 525

Podcast: NZ Everyday Investor · Podcasts NZ / WorldPodcasts.com / Darcy Ungaro

Opublikowano: 2026-06-01

Almost 40% of the S&P 500 index fund sits in just 10 stocks. Yet, low cost, passive index funds are often marketed as a way to invest in many things at once. 9 of the 10 companies are directly exposed to the AI-thematic - something that may, or may not be a bubble, depending on who you listen to. They say the performance of actively managed funds, after fee, rarely outperform passive funds. So, does that mean we should park our intellect at the door? Chris Hestelow, Investment Specialist at Allan Gray*, talks to me about the...