Hints and tips:
...Even if India is hit by short-term shocks, few other markets offer the same multi-decade structural growth stories, according to Siddharth Mehta, founder and chief investment officer at Bay Capital, a London-based...
...The deals were the purchases of online trading platform ETrade and money manager Eaton Vance....
...Cap Equity UCITs ETF (BBSD) for small caps....
...Investors could also look at increasing their exposure to passive funds tracking European or emerging market indices, or diversify away from equities by considering multi-asset funds....
...“Morgan Stanley made a killing with the Smith Barney deal, and they have added to that with Solium, ETrade and Eaton Vance, giving them much more products to sell to their clients,” said Filippo Alloatti...
...strategy by buying ETrade and Eaton Vance....
...And so we’ve just looked at these three factors: ex-US versus US, small cap versus large cap, value versus growth....
...Vance....
...Gorman helped reshape the bank through a string of wealth acquisitions including online brokerage ETrade Financial in 2020 and asset manager Eaton Vance in 2021....
...Both 30-year and two-year bond yields are back to their multi-decade highs, along with everything in between....
...Rather than a solution of last resort for distressed sellers, the secondary market has become a key tool to manage multi-asset portfolios....
...Active UK equity funds broadly tend to have a decent focus on small and mid-cap shares, especially in the growth space....
...First, over multi-year periods, domestic growth has been found to dominate local equity returns....
...Other launches, including funds under the imprints of MSIM and Eaton Vance, a house it bought in 2021, are to come....
...On the other, nominal wage growth still isn’t consistently beating the 2 per cent threshold the BoJ wants; the three-month rate is 1.4 per cent....
...The industry had also called for caps on qualifying house values to be raised after a period of strong house price growth. In the event, the Lisa remained untouched....
...“The outperformance of mega-cap tech has been a significant headwind to core and growth mutual funds,” the bank said....
...“Yes, a soft landing is more likely,” said Keith Balmer, multi-asset portfolio manager at Columbia Threadneedle Investments. “But I think everyone [was] maybe getting a bit ahead of themselves.”...
...GenAI represents “the biggest tech wave since cloud or mobile”, so will be a “multi-faceted revenue driver for IT services and BPO [business process outsourcing] providers,” they write....
...Funds which invested in growth stocks did poorly, as the tech boom faltered. Small to mid-cap companies were particularly exposed to the impact of rising inflation and interest rates....
...Meanwhile, multi-sector groups are working to bring greater transparency and integrity to offsetting....
...Jim Tierney, a growth-focused portfolio manager at AllianceBernstein, said: “As the peak concerns around the banking sector are hopefully behind us, investors have started to broaden out their exposures...
...Riding the AI wave, Nvidia, Microsoft, Alphabet, Apple, Amazon and Meta have added a total of $3.1tn in market cap terms in 2023, data from AJ Bell show....
...How Ken Griffin harnessed the weather Multi-manager hedge funds have been one of the standout winners of recent years, but one firm’s performance has stood out more than most....
...Fidelity is among the groups betting hard on direct indexing and other personalised portfolios, which allow investors to follow their own preferences and tailor their portfolios to minimise taxes....
International Edition