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3 Investing Trends to Keep on Your Radar

The pace of change in our world is breathtaking, thanks in no small part to technological advances

Christine Benz 18.07.2017

The pace of change in our world is breathtaking, thanks in no small part to technological advances. Investors can check up on their holdings and their total performance in real-time using a site like Morningstar.com. They can also review performance or make trades on their phones or even on their watches. Although investors continue to seek financial help, very few are paying full freight to buy load funds these days.

To be sure, there's a lot to like about these developments. But investors need to be aware of both the positive and potential negative consequences of these trends to be able to make good decisions about them. Here's a roundup of some of the key ones that should be on their radar today.

Trend 1: Passive products continue to gain assets

This is the trend shaping the investment management industry today. Asset flows to passive products, both traditional index mutual funds and exchange-traded funds, began in earnest following disappointing active-fund performance during the financial crisis. And they show no sign of slowing down: In 2016, investors sent more than $500 billion to index fund products, including ETFs, while yanking more than $340 billion from various actively managed funds. Passive products have continued to attract monster inflows so far in 2017, too.

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About Author

Christine Benz  Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz and on Facebook.

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