Hints and tips:
Related Special Reports
...Under chief executive John Ions, Liontrust has bought seven asset management boutiques in 12 years, as he seeks to diversify the business beyond its roots in UK growth equities....
...Clearly, debt accumulation in excess of national income growth cannot continue forever and raises questions about debt sustainability....
..., head of active fixed income at Vanguard, which is converting an $89bn internal fund that its portfolio managers use for cash management from prime to government securities....
...However, Vanguard’s equivalent ETFs — the Vanguard Russell 1000 Growth ETF (VONG) and the Vanguard Russell 1000 Value Index ETF (VONV) — grabbed an additional 4.2 percentage points of the four funds’ combined...
...“We didn’t want to be the same kind of ETF company as the State Streets and Vanguards of the world, where there’s plenty of what you would call ‘cheap beta’ out there,” says Sean O’Hara, president of Pacer...
...Catching US rivals such as BlackRock and Vanguard would require hugely bulking up its roughly $2tn of assets under management, a fraction of those peers....
...Three fund firms have emerged as leaders in Australia’s exchange traded fund industry, which has become one of the fastest growing in the world....
...None of that money can be withdrawn without incurring large penalties until the owners reach their 60s....
...Enter stage right New York-based hedge fund FourWorld, whose chief investment officer John Addis told the FT that the deal was “one of the most egregious cases we have ever seen” of a majority shareholder...
...I would be sorry to lose both, as they are marvellous tax-free income generators within my Isa....
...You could pick up a passive fund that accumulates dividends for you such as Vanguard FTSE UK Equity Income Index, with a low charge of 0.14 per cent....
...Just buy the haystack,” wrote John Bogle, the late founder of investment firm Vanguard. His quip is now conventional wisdom....
...John Cahill, analyst at Stifel, described PHP as a “rare ‘dividend aristocrat’ in the UK real estate sector, delivering consecutive dividend growth over each of Harry’s 28 years as chief executive of the...
...the growth potential of American innovation and attractive income distributions”....
...The trust invests in high-growth companies such as Nvidia and Tesla....
...Broadly, the foreign trust gains and income are only subject to UK tax when trust funds are distributed to UK residents....
...John Textor called for the Premier League spending rules to be relaxed — or ditched altogether — so that rich owners can pump their own money into clubs and cut the gap with the top teams....
...“It’s inexorable,” says John Rekenthaler, who has been tracking mutual funds for Morningstar since the 1980s. “I don’t see what a mutual fund can do better than [an] ETF . . ....
...The UK Isa will “ensure that British savers can benefit from the growth of the most promising UK businesses as well as supporting them with the capital to help them expand,” Hunt said....
...Debtholders are often wary of large volumes of dividend recaps, as they typically burden companies with higher degrees of leverage and may backfire if a borrower’s growth expectations fall short or interest...
...And then in the past year, of course, interest rates have risen, so they’ve had to pay a much higher proportion of their income towards servicing that debt....
...international fixed income at Vanguard....
...S&P found that, in five of the six equity fund categories and three out of four fixed income sectors, not a single fund manager managed to stay in the top quartile for each of the next four years....
...“Fixed income has come back as a really investable asset class — the ability to invest in fixed income and make mid single-digits of yield,” says John Graham, president and chief executive officer of CPP...
...He notes that the US taxed the various income streams of very rich people at around those rates from about 1950 to 1980, an era of impressive economic growth....
International Edition