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...The loans were tied to its residential portfolio and development pipeline....
...Bain has continued to pick up work advising on the restructuring of existing portfolio companies....
...First, there are the workers. In a speech on Monday, the Bank of England’s Nat Benjamin reminded us that 2.2mn people in the UK work directly for private equity portfolio companies....
...The number of model portfolios that are built purely from ETFs has risen by 30 per cent since the first quarter of 2022, Guillette said, with the number of mutual fund-only structures falling 8 per cent...
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
...Most of the nearly $500bn increase in assets under management in the first quarter was due to rising equity markets. In the US, the S&P 500 had its best first quarter since 2019....
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...Sky first reported that Blackstone was considering a new offer....
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...BlackRock’s change in allocations in its popular model portfolios led to a surge on the equity side as well, according to Morningstar analyst Ryan Jackson....
...US financial advisers are now increasingly willing to use buffered ETFs in client portfolios, helping them to attract $10bn in net inflows in both 2022 and 2023 at the expense of the $3.3tn US annuities...
...First, fees have collapsed in line with the financial value of their largely bond portfolios. Second, the rise has thrown defined benefit pension schemes from chronic deficit to massive surplus....
...At the end of March, assets under management in European ETFs stood at €1.81tn, up 10 per cent on the previous quarter....
...Fidelity, for example, sees “an interesting middle ground between fully active and fully passive portfolios”....
...It has about 160 portfolio managers. The job cuts were first reported by Bloomberg....
...“Adverse weather in regions that produce coffee beans and cocoa has contributed to a supply shock, strengthening prices,” said Otto Hamaoui, director of portfolio management at Man AHL, a quantitative division...
...However, a larger determinant of these products’ long-term profitability will be their ability to pass muster with the fund analysts and financial advisers who vet funds and add them to client portfolios...
...MSIM launched its ETF business a year ago, and in October filed plans to carry out its first mutual fund-to-ETF conversions....
...It owns a large portfolio of music that includes the Red Hot Chili Peppers and Shakira....
...They also expect public equity markets to carry on rising as they hit fresh highs and increase the value of portfolios....
...He prefers value stocks, which could benefit as we “return to a more normal inflation and interest rate environment”, and said financials are the largest position in his portfolios....
...The second unsavoury possibility is less pressing now that the management team looks very different. The first possibility looms larger, though. What might the review of the financials reveal?...
...Portfolio Adviser: Neil Woodford’s grand return to UK fund management looks set to come to an end even before it got off the ground....
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