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...Industry-level aggregate data from the Pension Protection Fund shows that UK defined benefit pension plans invested 10 per cent of their equity allocations into domestic listed companies in 2022, down from...
...It finds that fund managers are, in aggregate, more underweight the UK than any other asset category the survey tracks: Unhedged loves cheap stocks, as painful as this love affair has been in recent years...
...Under the SFDR disclosure regime, funds can claim to be transitioning if the companies in their portfolio are, in aggregate, decarbonising at a sufficient pace as to be compatible with the 2015 Paris Climate...
...The Moscow-based lender posted Rbs1.5tn in profit last year, more than a fivefold increase from the previous year and nearly half of the Rbs3.3tn aggregate profits generated by Russian banks....
...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....
...Aggregate demand: China’s record $2.6tn rise in savings fuels ‘revenge spending’ hopes Fiscal policy: The US hit the debt ceiling. What happens next?...
...Meanwhile, people are stashing more and more of their money into investment funds rather than bank accounts....
...Over the same period China’s sovereign debt entered the Bloomberg Barclays Global Aggregate Index, one of the most tracked bond benchmarks....
...Liabilities fell in aggregate by 33 per cent, or around £575bn, in contrast to the 24 per cent drop in asset values....
...The most popular funds, those tracking the S&P 500, the total US stock market and the Bloomberg Aggregate Bond index, cost an average of just 0.03 per cent per year....
...Founded in 2019, the UN-backed NZAOA has 89 members in 19 countries — largely pension funds and insurers — with an aggregate $9.5tn assets under management....
...To be fair to my ex-colleagues though, measuring their balanced funds against benchmarks comprising two passive indices (such as MSCI World for equities or Bloomberg Global Aggregate for bonds) is harsh....
...For the most part passive is covered by the big three providers, maybe the big six if you go across the world....
...In aggregate, however, the maths are against active investors....
...Funds have “closed all of their short US dollar exposure in aggregate”, with their long positions now equal to more than 80 per cent of their maximum exposure over the past year, according to Citi....
...Blackstone, with $1tn in assets under management, is the world’s largest alternative asset manager....
...managers who may want to create qualifying funds”....
...Toby NangleA lot of bond investors are measured against things like the Bloomberg Barclays Aggregate Index kind of stuff....
...In aggregate, continental Europe boasts 120 crypto ETPs with €8.4bn of assets, according to TrackInsight....
...From Morgan Stanley again: We wonder whether equities may be attributing too much weight to the aggregate pricing that the Fed Funds futures curve presents as opposed to thinking about the underlying set...
...In the previous year, it paid out dividends amounting to twice its profits, boosting Russian state coffers to fund the war that Putin’s regime is waging on Ukraine....
...The Bloomberg US Aggregate Bond index is down more than 10 per cent since 2021....
...Employers’ access to billions of pounds of surpluses in UK company pension funds would be eased under proposals set out by the government on Friday....
...French oil major TotalEnergies is held by 161 ISR-labelled funds with aggregate holdings of €2.4bn, Morningstar found, representing 1.6 per cent of the company’s market capitalisation....
...Looking at their component parts in aggregate can enlighten us....
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