Education

Matthew Swartz

The Dark Side of the Index: Unmasking the Hidden Threats of Passive Dominance

Insights Feb 8th, 2024
Author:  Matthew Swartz, Senior Portfolio Manager
In the realm of investing, passive strategies have surged in popularity, driven by their promise of simplicity and cost-efficiency. Originating...
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‘Mind the Gap’
High grade corporate bond yields surpass dividends for first time since the GFC.

Insights Sep 28th, 2023
Author:  Matthew Swartz, Senior Portfolio Manager
For too long, yield hungry investors had been pushed further and further up the risk curve to find adequate yield...
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