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...“If you have a big macro headwind like we had in Covid, or the big macro headwind as we have today with coffee, obviously that immediately has a significant impact on the total portfolio return,” said Engelen...
...For some, that means being more quantitative about the links between sustainability measures and higher financial returns....
...I am not willing to still pay the same multiple,’” said Todd Miller, global co-head of private capital advisory at Jefferies, referring to a company’s price in relation to its earnings....
...I think this stems from fear and uncertainty,” BlackRock chief executive Larry Fink told analysts on Friday....
...“I’ve been around this industry for a long time, and I’ve seen these trends come and go,” he told CNBC....
...Using data from Edward McQuarrie of Santa Clara University, I estimate that during this bull market, bonds produced an eye-popping annualised total return of 9.8 per cent versus an annualised total return...
...Her analysis of one buffered ETF with 9 per cent annual downside protection found that investors would have forfeited nearly 6 per cent in annualised total returns since April 2020 for their peace of mind...
...One thing to start: Big numbers at BlackRock....
...While the percentage has moderated — US and Europe-domiciled EM ETFs accounted for 18 per cent of the total in February, according to Karim Chedid, head of investment strategy for BlackRock’s iShares arm...
...It is less likely that the style returns to be a hot area in the near term.” An additional factor behind the waning interest is poor performance....
...Plus, BlackRock is slowly losing its grip on the ETF market in the US. I’m Sonja Hutson, in for Marc Filippino, and here’s the news you need to start your day....
...Instead, they suggest, “the performance of the fund can be assessed by comparing its total return to funds with similar return and/or risk objectives”. Everything is relative, in other words....
...The long-term trend of clients consolidating more of their portfolios with BlackRock is only accelerating, and underlying business momentum remains strong.”...
...I mean, sure, private equity dudes care, but should the rest of us?...
...Total returns over three years are down about 6 per cent and the shares are at a 9 per cent discount to assets....
...That trails a 165 per cent gain by Buffett over the same period and a 211 per cent total return by the S&P....
...He prefers value stocks, which could benefit as we “return to a more normal inflation and interest rate environment”, and said financials are the largest position in his portfolios....
...I think it looks even better....
...For comparison, payouts (which include buybacks) only account for 20 per cent of total returns for the S&P 500....
...“If I’m a small cap manager, I want to get my capacity before I tell the world what I’m investing in, because the world is going to front-run me and . . . move the market away from me....
...My New York-based colleague Kate Duguid and I spoke to investment chiefs at two of the world’s largest asset managers, BlackRock and Amundi, who warned that the risk of a US recession is rising....
...This chimes with BlackRock’s house view is that returns from taking on duration risk are likely to be higher in Europe than the US this year....
...Its flagship Proprietary Matrix fund reported 523 per cent in total returns between 2000 and 2023, according to an investor who has read its performance report....
...Back in the inaugural 1974 report, the 136 endowments surveyed were roughly bucketed by three broad investment approaches: total return, balanced and income-oriented....
...In my funds, I can use private bespoke financing both on corporate and structured finance. My view is that a 60/40 portfolio today should be more like 60/30/10....
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