Show Notes
Read the report here: European Active/Passive Barometer 2026 When should you invest in actively-managed funds and when is it better to stick to low-cost ETFs? If only there was a simple, research-based tool to help with the decision! In this episode, Eugene Gorbatikov and Jose Zarate present Morningstar's European Active/Passive Barometer--which helps investors overcome the active/passive dilemma by analyzing where active managers still have the best chances to eke out excess returns (and where they're facing the longest odds).
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Eugene Gorbatikov explains why persistent outperformance is elusive for actively-managed funds, and when strategies have the best chances to hang on to a winning streak. Check out the full paper here: Persistence in European Mutual Fund Performance