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...Wall Street’s blue-chip S&P 500 index captured its highest share of global equity exchange traded fund flows for at least a decade last year, as the rise of the so-called Magnificent Seven reshaped benchmarks...
...In Vanguard’s FTSE Global All Cap Index Fund (which I hold within my own Isa), the UK exposure is below 4 per cent, with the US making up nearly 62 per cent....
...Just buy the haystack,” wrote John Bogle, the late founder of investment firm Vanguard. His quip is now conventional wisdom....
...“That’s been the success story in Sweden for sure, having large funds actively looking at domestic small and mid-cap opportunities.”...
...None of that money can be withdrawn without incurring large penalties until the owners reach their 60s....
...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....
...And the goal of the FTSE Japan index is to “represent the performance of Japanese large and mid-cap stocks”....
...The government’s response to low valuations of UK stocks has been somewhat unconvincing — telling pension funds to be more transparent as to where they are invested and introducing a £5,000 additional allowance...
...The hidden power of index providers: a thoughtful piece as ever from FT contributing editor, ‘6 Music Dad’ and brainbox Toby Nangle....
...While the S&P 500 has risen more than 400 per cent since 1998, the threshold for being considered a large-cap stock has risen more than six-fold when considered as a proportion of the market rather than...
...Its Alternative Nasdaq & Bond ETF (CANQ) will buy call options on many of the largest Nasdaq 100 stocks, as well as on QQQE — the equal-weighted version of the index....
...Both its major owners, GSK and Pfizer, have placed large chunks of stock in the market in recent months....
...Part of the pain has been sector-wide, with midsized managers finding themselves squeezed between juggernauts, such as BlackRock and Vanguard, and specialist managers, such as Baillie Gifford....
...After large losses in 2022’s downturn, funds were meant to have their breakout year last year as higher rates sifted stronger companies from weaker firms....
...“No matter how hard I’d like to explain it away, managers outside of US large-cap stocks beat the market,” Beath told me, before adding a qualifier “perhaps not by as much as some would like to say.”...
...He said at the time that ETF providers had launched “low-cost building blocks” in core areas, such as US and European large-cap equities, often by shunning the best known index benchmark providers....
...Sir John Armitt, chair of the National Infrastructure Commission, has hit out at a drive to push pension schemes to invest more in Britain, saying there is “no reason” funds should have a home bias....
...That is welcome news for asset managers with large money market businesses, such as Fidelity, Vanguard and JPMorgan....
...This compares with the total UK market cap of £2.4tn....
...Investment trusts make up 27 per cent of the companies in the FTSE 350 index....
...) Temu-owner PDD doubles revenues to cap ‘pivotal’ year (FT) Raiffeisen pulls AT1 bond deal over Russia deal fears (FT) Boeing warns of first-quarter cash burn after door plug blowout crisis (FT)...
...DD’s Sujeet Indap has the tale of the Carvana roller-coaster ride. In 2021, Carvana shares reached north of $300 for a $50bn market cap....
...Oliver Roeder Stan Kroenke, for example, the owner of Arsenal Football Club and much else, owns a large ranch called Q Creek....
...BlackRock’s lead in the US exchange traded fund market is being eroded by Vanguard and smaller rivals as firms jockey for a larger slice of the $8tn industry....
...Indeed, the size of the benefits of index funds, and the reasons that so much capital is currently managed by private equity funds, mean that the problem of twelve is better thought of not as a problem to...
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