CHICAGO Despite investors' continued shift toward passively managed funds, advisors would be well served to not abandon active strategies.
That was among the key takeaways from a panel on asset allocation at the Morningstar Investment Conference. Panelists Rob Lovelace, president of the Capital Research and Management at American Funds, Diana Strandberg, portfolio manager at Dodge & Cox and Joe Davis, global chief economist at Vanguard, all agreed that active and passively managed funds can co-exist and investors may be better off for it.
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