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...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....
...In aggregate, however, the maths are against active investors....
...The little guy wasn’t getting the investment returns of the equity markets,” explains Jenny Johnson, chief executive of Franklin Templeton, a $1.5tn asset manager....
...Many banks, she reckons “are unable to uniquely identify and systematically aggregate or measure their combined credit and counterparty risk exposures to the private equity sector”....
...Banz’s research indicated that small caps not only diversified but apparently enhanced returns as well....
...The formal approval comes two years after it admitted that a decision to put its private equity programme on hold for 10 years had cost it up to $18bn in returns....
...“What you are capturing [with an equal weighted approach] is a much more diversified exposure,” said Suzuki....
...Work by Markowitz and his protégé William Sharpe indicated that the market itself offered, in aggregate, the optimal balance between risk and return....
...The demise of Abrdn’s Global Absolute Returns Strategy (Gars) marks an ignominious end for a once-successful fund that turned sour....
...UK investors may already hold some of the bigger miners via diversified equities funds....
...Will boom times return for private equity? Last year we asked whether private equity was in the danger zone....
...Mark Nash, who manages the absolute return macro fund at Jupiter Asset Management, told Bloomberg that he put the odds at 20 per cent....
...“Get out of cash” and in to more diversified assets likely to deliver a higher return, he said....
...But banks, brokers, exchanges, and market-data vendors should remember that, with interest rates at 5 per cent, the hurdle rate for absolute-return businesses like hedge funds is much higher....
...But of course, they also want to make a return. Simon Edelsten Yes. So my global equity fund, we had quite a large chunk of the money dedicated to businesses which help with energy transition....
...The firm also decided to close the Swan fund, which managed €117mn. Other funds that were suspended include the Brook Developed Markets, LF Odey Portfolio and Brook Absolute Return....
...Large fund managers such as Fidelity and BlackRock are being blocked from buying more shares in popular stocks due to regulations that state “diversified” funds cannot put more than 25 per cent of their...
...If not, how can they build a globally diversified equities portfolio without the world’s second-largest economy? Can the dragon ride high again?...
...My Amundi fund is up 8 per cent in a month and a half. That’s a nice return. But one cannot ignore the US’s second-biggest bank failure....
...Active UK equity funds broadly tend to have a decent focus on small and mid-cap shares, especially in the growth space....
...“We have seen a pick-up in demand for diversified Chinese benchmarks,” said Karim Chedid, head of investment strategy for BlackRock’s iShares arm in the Emea region....
...BlackRock warns and cuts It has been one of the biggest winners from the stimulus-fuelled bull market of the past decade or so, but fund giant BlackRock has shown it is not immune to last year’s profound...
...The revival of the strategy suggests stockpicking investors could reap outsized returns in the coming years now that individual companies and sectors are plotting more diversified paths in markets rather...
...And while aggregate flows to equity ETFs slowed to $598bn from $1tn in 2021, emerging market equities set a fresh record, sucking in $110bn....
...absolute and risk-adjusted return potential than recession-plagued European markets.”...
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