Episode 6

full
Published on:

3rd May 2026

Passive vs Active Investing: When to Jump into the Taxi

summary

This episode explores the ongoing debate between passive and active investing, featuring insights from seasoned investment professionals Oliver Jones from PortfolioMetrix and the CIO at Peregrine & Black Investment Management Oliver Pearson-Lund. We discuss market conditions, fee structures, investor psychology, and practical portfolio construction strategies to help investors make informed decisions.

key topics

Passive investing advantages and limitations

Active management opportunities and challenges

Market conditions influencing strategy performance

Impact of fees on long-term returns

Behavioral biases affecting investor decisions

Jargon Buster !

An index fund is a type of collective investment fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index, such as the FTSE 100 or S&P 500, by holding the same securities in the same proportions as the index.

Chapters

00:00 The Investment Debate: Passive vs Active Management

01:53 Understanding Passive Investment Strategies

05:04 The Case for Active Management

09:03 The Importance of Fees in Investment

12:57 Market Conditions and Investment Strategies

16:02 Real-World Experiences with Active Management

18:19 Market Stress and Active Management

20:31 Investor Psychology and Behavioral Economics

25:45 The Role of Passive Investing in Market Dynamics

31:20 Portfolio Construction: Balancing Active and Passive Strategies

35:34 Advice for DIY Investors: Passive vs Active Investing

Useful links:

Connect with Max Weatherby on LinkedIN

Connect with Oliver Jone on LinkedIN

Connect with Oliver Pearson-Lund on LinkedIN

Visit the Eclipse Wealth Podcast website

Portfolio Metrix - https://portfoliometrix.com

Peregrine Black Investment Management - https://peregrineblack.com

Post-production by Podcast Plus Limited

None of the ideas expressed on this podcast constitute financial advice and we strongly encourage anyone listening to consult with a qualified independent financial adviser before making any investment decisions on their own account.

The Eclipse Wealth Podcast is delivered by Eclipse Private Office which is a trading style of Peregrine & Black Investment Management Limited who are authorised and regulated by the Financial Conduct Authority here in United Kingdom.

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About the Podcast

Eclipse Wealth Podcast
Navigating wealth management in a complex world
Welcome to The Eclipse Wealth Podcast — your guide to making sense of financial planning and wealth management.

Brought to you by Eclipse Private Office, this podcast is here to inform, inspire confidence, and spark ideas that help you take control of your financial future.

In each episode, we’ll explore the key concepts that drive long-term success — from building a strong foundation to making confident decisions as your wealth grows.

You’ll hear from experienced professionals who live and breathe this work every day, and from private investors who’ll share what they’ve learned on the path to financial freedom.

Our first series is called The Client Journey — where each episode takes you through a different stage of the financial planning process, helping you see what’s ahead and more importantly what’s possible.

So whether you're just getting started or well on your way, there's something here for you.

About your host

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Max Weatherby