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...Whenever there’s a study that dunks on active portfolio management, we’ll be here to cut and paste. Today’s active management dunk comes from Morningstar....
...There is an implicit argument that stands behind McKinsey’s reports, which runs something like this: a more diverse corporate leadership team brings more viewpoints to bear; bringing more viewpoints to bear...
...“In simple terms, when government attempts to mandate values (no matter what kind) to business, the market loses, and taxpayers bear the consequences,” the study said....
...🥰 From Borg: Cathie Wood has started buying Tesla Inc. shares after selling them for most of last year....
...Khalaf pointed to another factor that investors should bear in mind when considering funds that operate in particularly narrow themes....
...In a bear market, an active manager is there to talk you out of selling at the bottom....
...Nippon Steel, at least, is still hopeful that its traditional method of holding persistent talks with unions will bear fruit....
...A year ago Third Point’s Daniel Loeb basically nailed the bottom of the 2022 bear market, arguing in a letter to investors that people were overly bleak on the economy....
...It has teamed up with Optimum Asset Management to raise a €500mn real estate fund....
...As Mayo lays out in his $22 bear case scenario, “history is not on Citi’s side to effectively execute”, given that it is “a bank that has spent decades destroying trust”....
...Nikkei Inc, which calculates and publishes the index, owns the Financial Times....
...Management instead chose to devote the whole of a four-hour presentation to the planned streamlining of production and reducing of production costs....
...For example: if Generic Greek God Capital is buying Widgetmaker Inc, 70 per cent of the equity it ponies up might come from one of its LBO funds....
...“As a result, while certain of these costs may result from the features of one share class or another, all shareholders would generally bear these portfolio costs.”...
...Management of Greenhill & Co liked to boast that its stock price hit an all-time high of nearly $100 per share in 2009 after the failures of Wall Street brutes such as Lehman Brothers and Bear Stearns....
...Tesla bears might quibble that “profit” in the second paragraph is adjusted ebitda and includes stuff like $679mn in emission credit sales to other automakers, which bolstered revenue growth in spite of...
...While as recently as 2018 the former’s annual vendor financing payments outstripped the latter’s, Verizon’s have since dwindled while the AT&T’s have ballooned: It bears repeating: the numbers involved...
...News Corp’s valuation bears an additional burden — what a colleague of mine calls the “buccaneering” aspect of Murdoch ownership....
...Given the uncertainty about when and if Fraser’s restructuring will bear fruit, why own a bank that does that? I may have been too dismissive....
...However, two big questions loom over this fast-growing market: are buffered funds largely a bear market phenomenon that will be forgotten whenever the next bull market comes around; and are investors’ paying...
...Baillie Gifford’s $14bn hit Also feeling the effects of the bear market is £228bn-in-assets fund firm Baillie Gifford....
...Wild: banking edition When a group of Credit Suisse bankers gathered for a camping retreat with Bear Grylls in Sai Kung, Hong Kong, they were ostensibly there to glean wisdom from the celebrity survivalist...
...“What we propose is the same investment team, same strategy, same portfolio and same management fee.”...
...Active mutual funds, meanwhile, will bear the brunt of outflows, according to the report, with an estimated $1.4tn in net redemptions expected over the next five years....
...FT Live event: Future of Asset Management North America For a limited time, we’re offering recipients of the FT Asset Management newsletter a complimentary digital pass to the Future of Asset Management...
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