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...One example is the $137bn New York State Teachers’ Retirement System, which sold 34 private equity holdings with $3.5bn in total commitments on the secondary market at the end of last year....
...Castlelake has taken advantage of recent market turmoil to expand its credit portfolio beyond aircraft leases, buying up billions of dollars of consumer instalment loans from fintech group Upstart....
...“Familiarity bias” means investors tend to have more exposure to stocks they know and less diverse portfolios, academic research shows....
...BlackRock’s US Equity Factor Rotation ETF (DYNF) is another to be swept up by the model portfolio tide....
...The decline in value was even bigger where private equity groups sold portfolio companies to rivals, a practice that makes the industry look like a potential “pyramid scheme”, according to one critical investor...
...Banks provide financing for deals as well as arrange loan and bond offerings for portfolio companies owned by private equity groups to refinance debt, which generate lucrative fee streams....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...It highlights Indian equities, where the one-year and 10-year success rates for active managers were 64 per cent and 54 per cent, respectively....
...Raffaele Savi, Robert Fisher and Anna Hawley are the portfolio managers of the global high income equity strategy, while the US-focused vehicle is managed by Savi, Fisher and Travis Cooke....
...Passive investors whose ethos is to try to take very long-term views on their portfolio construction face some hard choices....
...The stock sales meant that the number of securities Berkshire held in its multibillion-dollar stock portfolio fell to 41 at the end of 2023....
...But gaps between them have widened as all but one reported financial results over the past few weeks....
...The equity strategists we follow have seemed mostly unworried about sentiment....
...This way, the portfolio weighting reflects how consensus an idea is. The portfolio is rebalanced monthly, and ratings are from monthly IBES consensus data....
...A global private equity or debt portfolio should be very closely correlated with a global public equity or debt portfolio....
...It says it needs improved access to capital, but it claims to be one of the largest biotech fundraisers in recent years....
...But its private equity and venture capital bets are now proving to be a sore spot in the Ivy League university’s portfolio....
...share, one vote....
...opening day of one of Europe’s biggest insider trading trials....
...“A frothy market, particularly on the equity side, will present an opportunity for many companies to access a free lunch,” said John McClain, a portfolio manager at Brandywine Global Investments....
...Yves Choueifaty, founder of French investment house Tobam and a true believer in the power of portfolio diversification, said the degree of market concentration embedded in these stocks is unhealthy....
...The writer is European portfolio strategist at Goldman Sachs After a decade of stunning performance, outshining Europe and the rest of the world, the US equity market trades on a price/earnings ratio of...
...“JPMorgan customers own 80 per cent of those assets, so it likely stemmed from a shift in their internal portfolios,” Armour said....
...Roaring equity markets and the popularity of a new spot bitcoin exchange traded fund powered BlackRock to record assets under management of $10.5tn and net income that rose by more than one-third....
...The buccaneering Franco-Israeli telecoms billionaire Patrick Drahi took Sotheby’s equity private five-years ago....
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