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...Schroders has kicked off a search for a successor to its chief executive Peter Harrison, who is preparing to retire as the boss of the UK’s largest asset manager after eight years....
...An almost 25 per cent rise for Wall Street’s benchmark S&P 500 index since the start of November has wrongfooted traders who had expected high interest rates to trigger a recession, writes George Steer in...
...Private equity firms are increasingly raising money to buy individual companies on a deal-by-deal basis, as they struggle with a downturn in the market and investors look for ways to cut management fees....
...Most of the nearly $500bn increase in assets under management in the first quarter was due to rising equity markets. In the US, the S&P 500 had its best first quarter since 2019....
...JPMorgan Asset Management’s Jack Manley made this case to us yesterday. He argues that the recent bout of stubborn shelter inflation is being caused by the lock-in effect....
...Again there is a wide variation in how the asset management industry has answered this for balanced funds. Each method has its benefits and flaws....
...In the 1990s, small caps routinely delivered returns on invested capital in the teens and even as interest rates declined to 1% in the early 2000s, small company investors could expect low double digit returns...
...well as switching to FTSE Russell’s cheaper EM indices in other funds)....
...A similarly remorseless transformation has been occurring in the fund management industry as active managers (those who like to select stocks) have been outcompeted by passive managers (those who track an...
...Nvidia’s share price plunged by 10 per cent on Friday, helping to seal the worst run for US stock markets since October 2022, as investors shunned risky assets ahead of a flurry of Big Tech earnings next...
...DRSK invests 90-95 per cent of its assets in investment-grade corporate bonds, with the balance used to buy call options on large-cap stocks and sectors in the S&P 500....
...In the UK, The Investment Association estimates that passive accounts for a third of all assets under management, and index fund assets eclipsed those in actively managed funds in the US market at the end...
...So as long as he’s communicating that kind of a reaction, then we still need to keep rate cuts in our forecast,” Brown said....
...He quit as chief executive of Apollo Global Management soon after they became public....
...) big enough to make a meaningful impact on Berkshire’s earnings, (b) possible to reliably value, (c) have trustworthy and competent management, and (d) are available at a reasonable price....
...Without periodic disposals to provide a reality check, the firms need to find a way to inspire confidence in how net asset value is calculated....
...He writes in a research note that “we do not expect equity exposure, especially US equities, to be nearly as profitable in this decade as it was in the last”....
...The ETF will be listed some two months after CSOP Asset Management unveiled the CSOP Saudi Arabia ETF in Hong Kong as the first ETF with single-country exposure to the Saudi market listed in Asia Pacific...
...The world has changed, a lot When Rob Armstrong hired me in November 2021, interest rates were at zero, inflation was running above 5 per cent, the S&P 500 was hitting all-time highs, 100,000 Russian troops...
...As a result, instead of investing in the buildings themselves, many wealthy individuals are now switching to lending cash to those who do....
...Five unmissable stories this week Mark Mobius, widely regarded as the grandfather of emerging markets investing, is to step down from his eponymous firm after a 40-year career in asset management....
...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....
...a player in alternative investments as it is in traditional asset management....
...Purchases of investment trusts on adviser platforms fell by nearly a third in 2023 as inflation and interest rate rises battered net asset values....
...About £47bn — 30 per cent — of SJP’s assets under management were subject to exit penalties as of June this year. Read the full report here....
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