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Related Special Reports
...The firm this year hired Jeff Russel, a former portfolio manager at Balyasny, to lead this strategy....
...Step Two: Buy firms While only one subset of PE, global buyouts are a big category, and one we’re going to home in on....
...Raffaele Savi, Robert Fisher and Anna Hawley are the portfolio managers of the global high income equity strategy, while the US-focused vehicle is managed by Savi, Fisher and Travis Cooke....
...“It’s certainly a milestone and [the share of ETFs in model portfolios] is only going to be going one way,” said Andrew Guillette, vice-president of global insights at Broadridge....
...on crypto weighting strategies....
...If you want to share your strategy — or if the prospect of a 40-year retirement fills you with dread — please get in touch, in confidence, by emailing money@ft.com....
...Max Belmont, portfolio manager of the Gold strategy at First Eagle Investments, an asset manager, says that gold is “sniffing out” mounting concerns over the sustainability of global debt levels....
...“Despite the economic downturn, Africa is becoming more relevant in the strategies of a lot of players globally.”...
...Its strategy has long been to isolate the democracy of 23.5mn people in the international community, pressuring other countries not to engage with Taipei....
...BlackRock’s change in allocations in its popular model portfolios led to a surge on the equity side as well, according to Morningstar analyst Ryan Jackson....
...How this translates to your own portfolio’s performance depends on the precise type of passive fund you have, but the dominance of the Mag 7 means they are making up a growing slice of global index tracking...
...DBRS’s report also contains this wonderful description of Sotheby’s Financial Services’ collection strategy if any deadbeat art collectors fall behind on their payments: SFS employs a strategy for collections...
...However, Jim Masturzo chief investment officer, multi-asset strategies, at Research Affiliates, the smart beta index specialist, urges patience....
...“My fear is that in the UK the improvers label is not going to be used by many funds because it’s very difficult to do,” said Hortense Bioy, global director of sustainability research at Morningstar....
...of passive strategies at Morningstar....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...Global flows into single country India ETFs for February were $1.91bn, according to BlackRock....
...“This is not a complex derivative-type strategy, the risks of which are unknown,” Kerr argues....
...Fidelity, for example, sees “an interesting middle ground between fully active and fully passive portfolios”....
...Fidelity includes Royal London Short Duration Global Index Linked Fund M Inc in its “Select 50” list of recommended investments, saying: “The loans are made over short periods (under five years usually)...
...This strategy, well known among ESG (environmental, social and governance) investors, requires due diligence work to ensure that portfolios do not contain holdings in companies that are, for instance, marketing...
...That’s really picked up over the last month or so,” said Evan Brown, portfolio manager and head of multi-asset strategy at UBS Asset Management....
...Shurgard chief executive Marc Oursin said the acquisition “doubles our presence in the country, and accelerates our growth and expansion strategy”....
...’s Tiger Global is preparing to make new investments in private technology companies after pulling back from such bets over the past 18 months amid a plunge in valuations that pummelled its portfolio....
...In short, freeports are a regional industrial strategy that dare not speak its name, and could be used as the spur for new clusters and investment, although how much of this activity is “additional” will...
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