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...Analysts said there was likely to be further inflow of money into India’s equity market from domestic pension funds and overseas investors....
...The Fundsmith Equity Fund has not outperformed the MSCI World index since 2020, returning 12.4 per cent last year compared with the index’s 16.8 per cent....
...In Vanguard’s FTSE Global All Cap Index Fund (which I hold within my own Isa), the UK exposure is below 4 per cent, with the US making up nearly 62 per cent....
...But each portfolio was measured against exactly the same global ex-US equity index — as were those of most of my peers....
...Equity High Income Ucits ETFs, which have been listed in Frankfurt and Amsterdam, are the US fund giant’s first ETFs aimed at investors in Europe that integrate an active, systematic strategy into the ETF...
...Three years ago, British private equity firm Cinven was forging ahead in its quest to buy up chunks of Europe’s sleepy life insurance sector....
...Forward price-to-earn ings ratios — a commonly used valuation metric — of stocks on the MSCI UK index are 47 per cent lower than those on the US equivalent, according to asset manager Schroders....
...It’s a fun fact that one of the best performing investors in the world is the S&P 500 index committee. Over the past 20 years, their picks have now beaten 97 per cent of all US equity funds....
...Investors in US-domiciled mutual funds and ETFs lost even more in China-focused funds over the same period: some $14.8bn, Morningstar found....
...Buying a UK index fund might be an efficient way to bet that mid-sized international value stocks are due for a comeback. Still, the question of a unique UK discount is intriguing....
...He compared the S&P 500’s pricing with the MSCI EAFE index, which includes equities from 21 developed markets excluding the US and Canada....
...In the 10 years to the end of June 2023, 77 per cent of actively-managed sterling-denominated UK equity funds had failed to beat the index and 95 per cent of global equity funds had done the same....
...Subdued volatility is not unusual when equity markets are rallying, as they have been in Europe and the US since late October....
...Year-to-date things are looking only slightly better, with US equity long/short hedge funds trailing the S&P 500’s continued surge by about one percentage point. That’s all fine....
...About two-thirds of those polled for Bank of America’s latest global fund manager survey do not expect a US recession over the next 12 months — up from just over 10 per cent at the start of 2023....
...This is great because I have no US equities at all....
...Index funds are price takers, not price makers....
...On the latter, I’m not impressed that the MSCI EM Asia index hasn’t been this cheap relative to the US on a price-to-book basis since the dotcom boom. I want to make money in absolute terms....
...There are dozens of these funds in the US but at the moment only one in the UK, again from Global X, called the S&P 500 Annual Buffer UCITS ETF (ticker SPAB)....
...Retail investors have rushed back into riskier assets, with net inflows to equity funds of £2bn, including record inflows of £1.4bn into US equities, according to data from funds network Calastone....
...This extremely concentrated setup (50-60 year high, comparable to Nifty-Fifties). intensifies the battle between index funds and active funds....
...GQG’s flagship EM Equity Fund has cut its China allocation to 5 per cent from 40 per cent and redeployed the capital to markets from India to Saudi Arabia over the past five years....
...Japan’s broader Topix index, which is more closely followed by professional fund managers, is also closing in on its 1989 peak after a strong rally this year but has yet to strike a new high....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...Also popular is Legal & General’s US Index and International Index Trust — which both heavily feature technology companies such as Microsoft, Apple and Nvidia — and were the ninth and tenth most popular...
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