Hints and tips:
Related Special Reports
...Eisler Capital is planning to raise between $1bn and $1.5bn of capital from investors and hire up to 25 portfolio managers this year as the fast-growing UK hedge fund muscles into one of the hottest parts...
...“By and large, many institutional investors are overallocated to private equity when benchmarked by their target portfolio allocation strategy,” said Christine Patrinos, a Boston-based partner at Monument...
...It would also keep the £500,000 capital largely intact, while the balanced portfolio would see it depleted....
...That, in turn, will raise tough questions around fiduciary duty, and whether these climate-friendly investment strategies are maximising returns for clients....
...According to Morningstar data, JPMorgan is only the eighth-largest third-party provider of model portfolios in the US, a market led by BlackRock and Capital Group, followed by index providers Wilshire Associates...
...Investors are also reassessing their strategies after the shift in expectations in interest rates provoked by the strength of the US economy....
...of the company’s brands and portfolio”....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...“This is something that we, in the impact investing community, can learn from,” says Amy Nelson, chief strategy officer at Rethink Capital Partners....
...For a simple balanced fund, life could start to get more volatile as the bond component is no longer offsetting the risk from equities.”...
...As older investors approach the moment of retirement, the mix of their portfolio typically changes to minimise risk and ensure their capital is preserved....
...Ben Rogoff, fund manager of the tech-focused Polar Capital Trust, is not convinced that all seven “Magnificents” can stay on the right side of the AI trade for much longer, and is positioning his portfolio...
...“This mutually beneficial agreement aligns with UBS’s strategy of winding down and simplifying its non-core and legacy portfolio and with Apollo’s continued momentum in growing [securitised products business...
...Paul Kearney, managing director, Asset Risk Consultants, says: “Our data shows that, between 2009-10, the number of private wealth portfolios in riskier assets shrank and moved to lower risk strategies.”...
...These delaying strategies include so-called NAV loans, which use a fund’s investment assets as collateral to raise money, and continuation funds that buy assets from existing funds within private equity...
...The focus right now is on delivering on the three-year strategy announced in November 2022,” said a person close to the company....
...Delivery Hero: Shares advanced 4.8 per cent as the German delivery platform announced a new liquidity strategy intended to optimise the company’s capital structure....
...This model allocates capital across lots of independent portfolio manager ‘pods’....
...During this transition, automakers able to build a balanced portfolio of electric, gasoline, and hybrid offerings will outperform their peers. june.yoon@ft.com...
...Walsh said portfolio managers running global strategies would have to manage the “mismatch” of settlement times when trading securities in different jurisdictions....
...Further reading:— How crazy was Silicon Valley Bank’s zero-hedge strategy? (FTAV)— Learning British financial stability lessons (FTAV)...
...Only with balanced development of investment and financing can the capital market form a virtuous cycle,” he said....
...If inflation is rising at 3 or 4 per cent, then stocks must rise more than that or the real capital appreciation is flat.”...
...“There used to be clear lines between what a venture capital fund and a private equity fund was, but now all these strategies are converging,” said Binder....
...Richard Byworth, managing partner at Syz Capital, said his portfolios have not invested in equity long-short funds for close to two years....
International Edition