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...held by investors and central banks across the globe....
...At the end of December, passive US mutual funds and ETFs held about $13.3tn in assets while active ETFs and mutual funds had just over $13.2tn, according to data released by Morningstar....
...The 10 largest now account for a third of the entire index’s market capitalisation, and one in four of every dollar earned by America’s 500 biggest companies, according to Goldman Sachs....
...US equity funds drew $56bn of funds in the week to March 13 — more than the previous peak of $53bn set in March 2021, Barclays said on Friday, citing data from fund tracker EPFR Global....
...Active ETFs may account for only up to around 7 per cent of assets in ETFs, he said, but about a fifth of the inflows....
...They famously account for around a quarter of the value of the entire S&P 500 index of US stocks. You could fit several European stock markets inside any one of them....
...It was a sign of the times at the end of last year when the amount of assets invested in US passive funds reached $13.3tn, according to Morningstar, just pipping the $13.2tn invested in active funds....
...fallen from 70 per cent to 55 per cent; and that the share of household wealth held in deposit accounts has fallen from 22 per cent to 13 per cent....
...Tracker funds now account for more than half of all US pooled investments....
...Bills are more liquid and there’s been an absolute ton of demand; you know how everyone has been moving cash out of their bank accounts and into money-market funds? That’s on my list of things to do....
...Funds that equal weight the S&P 500 index — buying the same amount of every stock irrespective of its size — saw record inflows last year, even though this approach hit investors in the pocket as the tech...
...But by then, the women’s activities had begun to raise flags. Alarmed at the unexplained sums pouring in, Wen’s bank closed her account. She attempted to open a new one at other banks....
...Does this mean I’m going to repurchase my favourite S&P 500 funds? No chance. Jittery investors dance to moves in rates....
...Again, he will receive a windfall of tens of millions of euros if the company hits its target valuation of €13 to €15 a share....
...The mechanics of the NAIC’s rule change (as described by Barclays, Bank of America, regulators, industry groups and various other sources) are . . . not especially simple....
...Accounts of $100mn-$250mn will pay a 13 per cent performance fee, while those investing less than $100mn will pay 15 per cent....
...And yet, as the G20 met in New Delhi in September 2023, 59.1 per cent of the voting shares in the IMF were held by countries accounting for 13.7 per cent of the world’s population....
...Two decades ago, the wealthiest 10 per cent of Americans held 77 per cent of corporate equities and mutual funds, according to calculations by Lyn Alden, a strategist....
...In the same period, Canada’s population increased 13 per cent, but growth in its housing stock has not kept up. The number of private dwellings grew 5.7 per cent from 2016 to 2021....
...The Bank of Japan calculates that only 13 per cent of Japan’s liquid household assets are in equities, against more than 40 per cent in the US and 21 per cent in Europe....
...In the 1990s, European non-financial companies accounted for 41 per cent of all capital raised via initial public offerings with over 3,500 listings during the period....
...You can buy funds that contain all 100 companies in the Footsie for example, or 500 companies in the S&P....
...Since 1926, an investor who held the S&P 500 would have gotten 38 per cent of her returns from dividends, with the rest coming from price returns....
...; and Simon Edelsten, a former fund manager, over lunch at the FT’s offices in the City of London....
...Today, there are more than 2.4mn acres of corner-locked public land in Wyoming, according to the digital mapping company onX, and 8.3mn acres of it in the West — in all some 13,000 sq miles....
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