Higher interest rates are helping active managers to (finally) outperform

active managers are outperforming “robustly” on rising interest rates, that’s according to Deutsche’s Bank’s October 7 Investor Positioning And Flows Report.

Active managers: Profit from higher rates 

According to the report, actively managed equity mutual funds have outperformed the S&P 500 by 1.5 percentage points since the July low in the 10-year yield, the best stretch of outperformance since February 2015. At no other period was the trend more apparent than last week when equity mutual funds outperformed the S&P 500 by 50 basis points as rates pushed higher.

• active managers in a passive world
• 5 Reasons Why Active Management Works
• Leon Cooperman On Hedge Funds – active managers Or Passive?
• Times Are Ripe For active managers

And it’s...