Charles Younes


Recent Posts

Investors comparing December's rate hike to previous ones will make a grave mistake

By Charles Younes FE Research and Opinions

Investors looking for a way in to the markets following the Federal Reserve rate hike are too late, according to the latest FE Research report, because the market had already reacted to the rate hike back in May 2013.

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Active Share: a misleading measure

By Charles Younes FE Research and Opinions

Active Share has been causing quite a stir in the industry over the past year and while some managers have quite readily employed it as a marketing tool on their factsheets, the increasingly wide use of Active Share as a marker for a manager’s ‘activeness’ has been contentious. As the measure’s popularity continues to grow, FE Research looks at just how useful it is.

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View: Why I question the 'best ideas funds are no better than traditional funds' theory

By Charles Younes FE Research and Opinions

An interesting article in FTfm, the Financial Times’ fund management industry section, caught my eye recently. The piece, based on new data from wealth managers SCM Private, argued that concentrated “best ideas” funds do not perform any better than more traditional diversified mutual funds.

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