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...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...
...When Lansdowne shut its flagship Developed Markets equity fund in 2020, after admitting it had become hard to find stocks to short, many saw it as a sign of a deep malaise in the sector....
...Just buy the haystack,” wrote John Bogle, the late founder of investment firm Vanguard. His quip is now conventional wisdom....
...“The Vanguard Wellington fund goes back to 1929, and one of the reasons that product [has] survived . . . is because it was a balanced, diversified portfolio,” says Rodney Comegys, who heads Vanguard’s equity...
...Investment trusts make up 27 per cent of the companies in the FTSE 350 index....
...“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 . . ....
...So despite the shrinkage, public markets still appear capable of performing a central and vital function. john.plender@ft.com...
...bonds and exchange traded funds, writes Mary McDougall in London European institutions held more than $11tn of US equities and debt last year, according to the Federal Reserve....
...Retail investors in the UK added a net £449mn to equity funds in November following half a year of net outflows, according to data from funds network Calastone....
...(Patrick Temple-West) Smart reads Private equity powerhouse General Atlantic is making a big bet on sustainable infrastructure investment with a takeover of UK-based fund manager Actis....
...Equity fund managers, already squeezed by years of competition from ultra-low-cost index tracker funds, could be among the losers....
...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....
...The attendees included former British prime ministers Tony Blair and John Major as well as media tycoons Rupert Murdoch and Michael Bloomberg....
...Selling Mayfair: The new owner of the Sotheby’s London real estate franchise aims to disrupt the business of selling multimillion-pound homes in the city....
...Coates estimates that index funds and private equity collectively control about 30 per cent of US corporate equity, with private equity actually owning more than index funds....
...It is starting with 57 index ETFs and mutual funds. Its flagship S&P 500 fund, SPY, the world’s largest with $431bn in assets, is not eligible because of rules surrounding its structure as a unit trust....
...People called it the “Vanguard of alternative investing”. That now feels like aeons ago....
...Index Trust ranking among the top picks....
...The Big Four index funds of Vanguard, State Street, Fidelity and BlackRock control more than 20 per cent of the votes of S&P 500 companies....
...Chart of the day One of the most well-established patterns in measuring public opinion is that every generation tends to move as one in terms of its politics and general ideology, writes John Burn-Murdoch...
...Once this geographical information has been gathered, private banks, wealth managers and family offices will typically start to build a portfolio of equities and bonds drawn from a global weighted index,...
...John Donne....
...Index Ventures has appointed former Airbnb executive Vlad Loktev as a partner in its San Francisco office....
...Index-tracking, where funds mimic a benchmark such as the FTSE 100, is a largely automated process....
...the owner of the London Stock Exchange itself....
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