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...The group has raised $20.5bn for its seventh private equity fund, more than a predecessor fund raised in 2021....
...And also, more importantly, as Oliver mentioned, we don’t see a bifurcation between in terms of inflows, going more into passive as opposed to active. So that’s very supportive of the PIMCO trajectory....
...The secretive investment firm is in talks with 30 portfolio managers across the industry, as a war for talent rages with multi-manager hedge funds such as Citadel and Millennium....
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...All four of my equity ETFs have performed as hoped, while my short-dated Treasury fund has let me sleep a little deeper....
...“We do believe China will see long-term growth and development. It’s just that in the short term, you need to adjust your portfolio accordingly.”...
...Using a cash fund to pay income in the short term, say two to five years, could help too....
...The short answer is that higher bond yields have clogged up the PE pipeline. Bain & Co’s latest private equity review gives a longer answer....
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...A key change is the expansion of the coverage to include a much wider range of non-public assets, including private debt funds, directly held private debt and directly held real estate funds....
...Cash escrow accounts have become “a particularly important safeguard in China’s bilateral lending portfolio”, AidData, a research lab on international development at William & Mary college in the US, said...
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...I’m happy to have some home bias in one of my portfolio “building blocks” as I think the UK is too cheap, and I can afford to take a long-term view, though I appreciate many readers may not share my optimism...
...This comes partly from the woeful long-term performance of active retail funds and partly from regulatory change....
...and then it’s our job to work out whether that’s going to be a lever in the long term or the short term,” she adds....
...While passive funds are not permitted by the FT competition, here are a few that could form the building blocks of your own long-term portfolio....
...Asset managers also say the mutual fund structure works better than ETFs for giving smaller investors access to alternatives, such as private equity and private credit, which have been growing in popularity...
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...Weschler, 61, started out as a junior financial analyst at WR Grace before helping to start private equity group Quad-C Management, then launching his own hedge fund in 2000....
...“We will continue these investments, and it will have a short-term impact on our results, but in order to nourish the long-term development of our brands.”...
...Plus, the deliberate avoidance of exposure to short-term outcomes improves the quality of your decisions, meaning you’re more likely to end up richer....
...But, unlike traditional investments in, say, infant health or early childhood education, the approach takes into account anything that might affect their wellbeing....
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