Hints and tips:
Related Special Reports
...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...
...The move made sense: as the index fund price war has intensified, more and more of the cost of a fund is actually consumed by licensing brand-name indices like the S&P 500....
...You look at an index. Where’s the S&P 500? Where is the MSCI World? What’s it doing? If you really fancy it you can look at where the FTSE 100 is trading....
...There they can remain until they are so large they qualify for the S&P 500, or are flipped to another PE fund or rival company....
...When the S&P 500 finally let Tesla join the index a few years ago, its stock soared....
...By the time Tesla was included in the S&P 500 index, it had already become the sixth-largest US company by market capitalisation....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent since 2019, compared with a 74 per cent gain for the S&P 500....
...Canada’s main stock index, the S&P/TSX Composite, has advanced 31 per cent in the last five years, compared to a 74 per cent gain for the S&P 500....
...Then the true opportunity cost or gain of an actively run balanced fund can be known. What index do I want to beat? Not a positive return one, such as CPI-plus....
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...Eye-watering valuations have become a turn-off for investors and have knocked 5 per cent off the US S&P 500 index over the past month....
...: [Zoom] Last year the MSCI All Country World Index rose 20 per cent and the HFRI Fund Weighted Composite index was up 8.1 per cent....
...If Microsoft is the most valuable company in the S&P 500, then Microsoft will be the largest recipient of money from an S&P 500 index-tracker....
...There are dozens of these funds in the US but at the moment only one in the UK, again from Global X, called the S&P 500 Annual Buffer UCITS ETF (ticker SPAB)....
...This extremely concentrated setup (50-60 year high, comparable to Nifty-Fifties). intensifies the battle between index funds and active funds....
...Funds that equal weight the S&P 500 index — buying the same amount of every stock irrespective of its size — saw record inflows last year, even though this approach hit investors in the pocket as the tech...
...He compared the S&P 500’s pricing with the MSCI EAFE index, which includes equities from 21 developed markets excluding the US and Canada....
...“You give up a lot of returns that you could have accrued for your clients,” said Elisabeth Kashner, director of global fund analytics at FactSet....
...But perhaps more importantly — given that most L/S funds actually have a clear long bias — its “Hedge Fund VIP” index of the chunkiest long positions has performed strongly....
...Funds that track US indices will have a much higher exposure to the Mag 7 (currently about 30 per cent for the S&P 500 or as much as 40 per cent for the Nasdaq)....
...In its annual results this week, Edinburgh-based Abrdn committed to axing 500 jobs amid large outflows....
...The MSCI All-Country World index has added 6.4 per cent since the start of the year. In the US, the S&P 500 has added 7.9 per cent....
...But funds gained 6.1 per cent on average, compared with the S&P 500’s 26.3 per cent gain....
...The strategists at the Swiss lender estimated that ETFs tracking the CSI 300 Index have accounted for more than 75 per cent of the inflows and that flows into products linked to the CSI 500 index have represented...
...My UK online broker offers me a couple of S&P 500 funds and a FTSE 100 one. I think I’ll pass, however — and here is my logic....
International Edition