In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment Officer Matt Wacher, to compare and contrast active and index investment styles. Looking beyond the typical one versus the other narrative, our trio explore the dynamics of each style, and the economic and market cycles in which each style can shine. Taking a trip through time and around the world, our experts demonstrate how the two styles can complement each other to deliver superior client portfolio outcomes.

Matt Wacher LinkedIn: https://www.linkedin.com/in/mattwacher/ Libby Newman LinkedIn: https://www.linkedin.com/in/libbysnewman/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240909/

To learn more about combining the power of passive and the advantage of active, download Vanguard’s guide to core-satellite portfolio construction here: https://ensombl.com/go/2-20240909/

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