Would you rather put your cash in the hands of skilled managers, or is just reliably tracking the market the smarter play?

With global markets experiencing big swings, many of us are having a hard think about our investing strategies.

This is part one of a two-part series examining the risks and rewards of both active & passive styles of investing. 

In this conversation with Pie Funds CEO Ana-Marie Lockyer, we dig into how active and passive investing fare in turbulent times. Ana-Marie pushes back on the common belief that passive is the safer bet, outlining how market fluctuations can pose challenges for passive funds, while active managers can potentially identify opportunities and mitigate risks. 

Look out for the passive-focused episode next week.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.  We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). The product disclosure statements for the Schemes are available at:  www.piefunds.co.nz/investor-documents.

Would you rather put your cash in the hands of skilled managers, or is just reliably tracking the market the smarter play?
With global markets experiencing big swings, many of us are having a hard think about our investing strategies.
This is part one of a two-part series examining the risks and rewards of both active &amp; passive styles of investing.&nbsp;
In this conversation with Pie Funds CEO Ana-Marie Lockyer, we dig into how active and passive investing fare in turbulent times. Ana-Marie pushes back on the common belief that passive is the safer bet, outlining how market fluctuations can pose challenges for passive funds, while active managers can potentially identify opportunities and mitigate risks.&nbsp;
Look out for the passive-focused episode next week.
For more or to watch on YouTube&mdash;check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.&nbsp; We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time. Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). The product disclosure statements for the Schemes are available at:&nbsp; <a href="http://www.piefunds.co.nz/investor-documents" data-stringify-link="http://www.piefunds.co.nz/investor-documents" data-sk="tooltip_parent">www.piefunds.co.nz/investor-documents</a>.

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in.

Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what&rsquo;s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at <a href="https://url.au.m.mimecastprotect.com/s/2omdCnxynQczLx1Mh9fPTJsKXn?domain=sharesies.com.au">https://sharesies.com.au/disclosures</a>. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

Shared Lunch

Active or passive investing? Part 1: Active

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/531b7fcf-0ccb-4be1-a9bb-b297008d8cc5/transcript

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