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...The price-to-book ratio of companies listed on South Korea’s flagship Kospi index is 0.91, significantly lower than the Nikkei 225’s 2.01....
...BlackRock shares were down 2 per cent in afternoon trading on Friday....
...And decisions made by index providers are increasingly shaping capital allocation....
...share buybacks....
...I’m happy to have some home bias in one of my portfolio “building blocks” as I think the UK is too cheap, and I can afford to take a long-term view, though I appreciate many readers may not share my optimism...
..., for their share prices to soar....
...University of California, San Diego, for example, returned a leading 11 per cent in fiscal 2023 by virtue of its nearly one-third allocation to the S&P 500....
...Sonja Hutson So how much of its market share has BlackRock lost? Can you give us a sense of scale here?...
...global measure of shares now, weirdly, demands....
...Sinead Colton Grant, BNY Mellon’s head of investor solutions, said: “Investor calibration has to change . . . it is perfectly possible to have portfolio allocations to equities that perform well in those...
...“The end-of-the-year rally was a sugar rush,” said Russ Koesterich, portfolio manager on the Global Allocation Fund at BlackRock....
...He is clearly not, however, looking to join the likes of BlackRock in launching crypto ETFs. (Earlier this month the bitcoin rally pushed BlackRock’s new bitcoin ETF over $10bn in record time.)...
...“Right now, active management should be part of a portfolio,” says Helen Jewell, chief investment officer at BlackRock Fundamental Equities....
...The famed activist investor is trying to buy electronics retailer Currys, adding to an already extensive portfolio of well-known components of the UK high street, including stakes in bookseller Waterstones...
...“As regulation steps up, the money allocation will be given to companies who are making more for the portfolio.”...
...P 500 index — the number-one target for passive money — as in those that are not....
...MSCI and S&P have put companies linked to the Myanmar junta in their ESG products, as my colleague Patrick Temple-West reports this week. But active funds have questionable holdings too....
...“Our analysis points to an average increase of 10 per cent in fixed income allocations across client portfolios in Europe, the Middle East and Africa,” he adds....
...But investors considering an allocation to these funds face a bewildering range of choices, including active and passive ETFs, concentrated and diversified portfolios, and strategies that give very different...
...That sent shares in Currys soaring 36.4 per cent on Monday to 64.2p, valuing the group at over £725mn. Analysts said the company could make a tempting target given its depressed share price....
...“Everyone knows the playbook — you buy duration on the last hike,” said Luke Kawa, an asset allocation strategist at UBS Asset Management. But, he said, “that playbook is being challenged.”...
...He helped woo F1’s then-chief executive Bernie Ecclestone over lunch in 2005, before a series of fraught negotiations that involved the unlikely duo calling up notorious investment banker and former RBS...
...Shares in the custody bank fell, though, after it warned about paying higher rates to retain deposits....
...The main index in the US is the S&P 500. You can buy funds that contain all 100 companies in the Footsie for example, or 500 companies in the S&P....
...Betting against Nvidia and Microsoft is stepping in front of a momentum steamroller, and Tesla shares could do any damn thing. The risks are huge....
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