Kenneth P. Shrum

January 22, 2024

News in-depthETF Hub

Investors in ‘synthetic’ ETF nursing losses after Nigeria pulled from index

...However, on November 1, S&P Dow Jones Indices stripped Nigeria from the S&P Select Frontier index that the ETF tracks at a “zero-price”....

November 6, 2023

FT Live

Future of Asset Management Europe

New fund firm models for Europe's resurgence

FT Asset Management

Ken Griffin calls the top

...The value of short positions against Argentine bonds lent by international custodian banks is currently $41mn, a sharp increase from $25mn ahead the mid-August vote, according to data from S&P Global Market...

September 4, 2023

Exchange traded funds

Active ETF market share surges as growth accelerates

...Kenneth Lamont, senior fund analyst for passive strategies at Morningstar, said 440 of Canada’s 900 ETFs are now actively managed....

February 19, 2024

The Long ViewJohn Plender

Great reversals in markets are now under way

...Harvard’s Kenneth Rogoff argues that even if inflation declines it will probably remain higher for the next decade than in the decade after the financial crisis....

January 5, 2024

High frequency trading

Big traders Virtu and Citadel Securities hit by market slowdown

...Virtu’s shares have fallen almost 10 per cent this year even as benchmarks such as the S&P 500 have rallied....

July 26, 2023

FT Live

Future of Asset Management North America

New models for the next age of fund management

Hedge funds

Quant hedge funds reap windfall during 2022 market ructions

...the first four months of the year, according to HFR data, ranking them as the best-performing category of hedge fund during a period in which many big-name managers posted double-digit losses and the S&P...

May 25, 2022

US equities

Hedge funds raise bets against US stocks as debt deadline nears

...Price [to] earnings ratios are close to historic highs,” said Kenneth Tropin, chair of Connecticut-based Graham Capital Management, which runs $17.7bn in assets....

May 26, 2023

Hedge funds

Citadel breaks records with $16bn profit

...Citadel, which suffered badly in the 2008 financial crisis but has gone on to post returns well ahead of the S&P 500 and its peers, was last year able to put on risk when many other investors were running...

January 23, 2023

Exchange traded funds

Buffett-inspired ETP puts innovation in the hot seat

...Berkshire Hathaway’s portfolio, for example, includes only two ETFs and both offer exposure to the S&P 500....

June 5, 2023

Unhedged

Banks fail, stocks shrug

...The resulting stock price surge lifted the company’s p/b sharply (with the caveat that measuring p/b is more art than science): Change is coming from on high, too....

March 31, 2023

Exchange traded funds

Smart beta rewards discerning devotees in 2022

...At the end of 2014 the 10 largest companies in the S&P 500 in terms of market cap had a combined weighting of about 17.5 per cent, he said....

January 20, 2023

The Weekend Essay

Monet, the artist who changed how we see the world

...Thanks to Monet, the British art historian Kenneth Clark said, “every day we pause with joy before some effect of light which we should otherwise have passed without notice”....

September 16, 2023

Q&AInvestments

How can investors ride the EV boom?

...The plunge means this could be the right time to buy into battery technologies, says Kenneth Lamont, senior fund analyst at Morningstar....

February 2, 2023

News in-depthHedge funds

Hedge funds build macro firepower to capitalise on volatile markets

...“There’s been a paradigm shift in interest in macro from the previous decade to now, due in large part to central bank activity,” said Kenneth Tropin, chair of $17.5bn-in-assets Graham Capital, which he...

March 8, 2023

FT Live

Financial Advice Forum

Optimising client centric advice in uncertain times

Exchange traded funds

BlackRock’s iShares regains pole position from rival Vanguard

...It recorded a 3.5 per cent loss in 2022, while the while the S&P 500 was down 18 per cent....

January 24, 2023

Citadel LLC

Ken Griffin’s Citadel Securities borrows $600mn as trading revenues surge

...The high volatility — which came as the S&P 500 fell into a bear market — benefited many players on Wall Street, and trading revenues at Goldman Sachs, Morgan Stanley and JPMorgan Chase all rose considerably...

August 18, 2022

ETF HubLatest news on ETFs

Investors pump record sums into leveraged ETFs

...“There are clearly those with a bullish sentiment out there,” said Kenneth Lamont, senior fund analyst for passive strategies at Morningstar....

November 14, 2022

ETF HubLatest news on ETFs

ETFs with largest inflows underperform rivals, studies show

...Moreover flows to and from leveraged ETFs, which provide magnified short-term exposure to an underlying market, such as the S&P 500, are “always contrarian”, he added....

September 26, 2022

ETF HubLatest news on ETFs

Five of the worst ETF first-year performances are crypto-related

...Kenneth Lamont, senior fund analyst for passive strategies at Morningstar, believed the crypto sector could be another to bounce back....

October 28, 2022

Exchange traded funds

Meme and thematic ETFs surge as inflation fears dip

...The surge in enthusiasm for these narrow bets is in contrast to that for US stocks at large, with three broad market ETFs — Vanguard S&P 500 (VOO), iShares Core S&P 500 (IVV) and SPDR S&P 500 ETF (SPY) —...

August 15, 2022

Exchange traded funds

ETF strategies for food insecurity offer divergent approaches

...The Teucrium Wheat Fund (WEAT), which invests in futures contracts, delivered returns of more than 48 per cent in the year to June 13, compared to -21 per cent for the $361bn SPDR S&P 500 ETF Trust, the...

June 20, 2022

Exchange traded funds

Oil and lithium make diamonds in the EM rough for ETF investors

...In contrast, the SPDR S&P 500 ETF Trust (SPY) — which tracks large US companies — was down more than 15 per cent over the same time period....

July 26, 2022

ETF HubLatest news on ETFs

Stark differences revealed under the bonnet of clean energy ETFs

...These two also had the highest correlation to the S&P 500....

August 31, 2022

Exchange traded funds

Tesla volatility spurs creation of first hedged single-stock ETF

...Kenneth Lamont, senior fund analyst for passive strategies at Morningstar, was less convinced, though....

July 29, 2022

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