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...The S&P BSE small-cap index is down 4.9 per cent month to date....
...And yet: The Russell 2000 small-caps index has now lagged behind the S&P 500 large-capitalisation index since its inception at the end of 1978, overturning a century of return data across multiple countries...
...Any change in policy would particularly affect these two companies because their large index-tracking funds mean they hold positions that are near or above 10 per cent in a substantial number of US banks...
...An index of small cap companies in mainland China dropped 4.8 per cent on Tuesday despite the country’s stronger than expected first-quarter gross domestic product figures....
...Just 10 US behemoths now account for a fifth of the MSCI All Country World Index, the highest concentration in decades. Across much of the world, large companies have left smaller peers in the dust....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...“I’ve been investing in small-caps for almost 30 years and you haven’t seen big money moving into the space since 2016 or 2017,” said Greg Tuorto, a small-cap portfolio manager at Goldman Sachs Asset Management...
...Cap Equity UCITs ETF (BBSD) for small caps....
...These countries’ bonds were transformed into assets that passive funds would be compelled to buy, and on which active managers would need to spend large amounts of portfolio risk to avoid....
...US small caps notched their longest winning streak of the year in a session that proved relatively muted for their large-cap counterparts. The Russell 2000 finished 1.3 per cent higher on Tuesday....
...However some market participants warn that shrinking the ranks of institutional prime funds will reduce the diversification of investors’ portfolios and shrink the pool of buyers for the $1.3tn commercial...
...BUZZ tracks 75 US large-cap stocks that “exhibit the highest degree of positive investor sentiment and bullish perception” based on social media and news articles, according to VanEck’s description of the...
...Several large passive fund managers declined to comment....
...“Pimco operates its own portfolio-relevant engagement activities with issuers on sustainability,” it added....
...US small caps are suffering their worst performance run relative to large companies in more than 20 years....
...brooke.masters@ft.com Follow Brooke Masters with myFT and on X...
...Fink also said BlackRock was seeing “accelerating momentum” because it was winning new business from “marquee” clients for its technology, retirement and portfolio management services....
...Florian Ielpo at Lombard Odier Investment Managers said the prospect of lower borrowing costs made the rally more “sustainable” than in recent months, when indices climbed on the back of a few large stocks...
...The benchmark large-cap CSI 300 lost 11.4 per cent last year....
...which is based on the MSCI Fintech innovation index — ticker XFSN....
...None of that money can be withdrawn without incurring large penalties until the owners reach their 60s....
...In the US, it and fellow index fund providers BlackRock and State Street have come under scrutiny from the left and right for the influence they wield by holding large stakes in most American public companies...
...BlackRock said in a statement that “since the underlying securities in DYNF are large-cap US equities, and some of the most liquid stocks in the market, liquidity was not a challenge when the fund was added...
...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....
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