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...“I think it’s the development bit that people are nervous about,” she added....
...I am not willing to still pay the same multiple,’” said Todd Miller, global co-head of private capital advisory at Jefferies, referring to a company’s price in relation to its earnings....
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
...Whenever there’s a study that dunks on active portfolio management, we’ll be here to cut and paste. Today’s active management dunk comes from Morningstar....
...“I think the market will grow to $11.3tn by the end of 2028 [by Broadridge’s broader measure],” he said. The Broadridge figures suggest ETFs are unusually prominent within model portfolios....
...The first two didn’t respond, but in a statement Tradeweb’s Billy Hult said: “Obviously I hate to disappoint, but as Doug knows I saved most of my swearing for the golf course.”...
...If I missed one — and I missed plenty — another always came along. Those days are long behind us.”...
...Unilever cools on ice cream I scream, you scream, we all scream for ice cream. Except, apparently, at the European consumer giant Unilever....
...“I thought it was better to talk to people directly than through headhunters,” he said. “I’m a front door sorta guy. I think it was effective and I’d do it again.”...
...I think this stems from fear and uncertainty,” BlackRock chief executive Larry Fink told analysts on Friday....
...But investors have been leaving the fund and its 1.5 per cent management fee now that they can more efficiently transfer their holdings to lower-cost alternatives, some of which have waived their fees entirely...
...I don’t know what it is about newsletters, but readers are really quick to get in touch and say hi, which is nice. Hi back. Anyway, here’s the lowdown on asset management for this week....
...“The senior management of Boeing are in a shit storm again, which can’t be good for delivering aircraft,” he said. Still, he offered Boeing’s senior management his full support....
...Signa Holding, the central company, recently filed for administration....
...Switching short-term holdings may result in higher costs for investors due to bid-offer spreads, she said....
...In August 2016, Stifel brokers’ compliance departments discovered that the products were being recommended beyond their intended holding period, the order stated....
...“I’ve said this loudly with advisers to get them ready: they’re going to be swarmed, and maybe already are, with all this product that’s sitting in these ETF wrappers,” he reports....
...I think that’s a “klaxon” signalling it’s time to examine the reasons for holding it....
...In terms of holding government to account for scandals and failures, that matters less than you might think....
...I presume, or at least hope, that McKinsey will respond to Green and Hand, and I won’t call a winner in the statistical part of the argument....
...Demands for a separate chair have come up at companies where management is under scrutiny for other reasons....
...Calpers, the US’s biggest public pension plan, is to increase its holdings in private markets by more than $30bn and reduce its allocation to stock markets and bonds in an effort to improve returns....
...“Whether there’s an initial pop and then a slow climb thereafter, I guess we’ll see....
...“I’m sure there are a small contingent of investors who are shifting from gold to bitcoin, but in reality I don’t think that outflows from gold correlate with the introduction of bitcoin ETFs because any...
...A version of this article was first published by Nikkei Asia on February 27. ©2024 Nikkei Inc. All rights reserved....
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