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...The most common question I’m asked is: “In your photo, why is your head upside down?”...
...Managers say they have to be in the market, that ‘I have to participate or I’m going to get my clock cleaned’.”...
...In its full-year results, M&G reported a 28 per cent rise in pre-tax adjusted operating profit in 2023, to £797mn, beating analysts’ expectations....
...“It’s not necessarily retail investors . . . saying ‘Active is terrible and I’m just going to go passive’,” Apkarian said....
...The funds, known as covered call ETFs, have surged in popularity to contain roughly $59bn in combined assets, up from only $3bn three years ago, according to Morningstar Direct....
...Randall Morck at the University of Alberta and M Deniz Yavuz at Purdue University looked at currency shocks and their impact on companies that are sensitive to them, and then at whether those shocks are...
...“If I’m a small cap manager, I want to get my capacity before I tell the world what I’m investing in, because the world is going to front-run me and . . . move the market away from me....
...Management fee revenues fell 8.9 per cent in 2022, according to Ignites Europe calculations based on Broadridge and Morningstar data....
...Meanwhile, F/m Investments has filed to launch mutual fund share classes of its ETFs, bringing to seven the total filing for a multi-share class structure....
...Bryan Armour, director of passive strategies research, North America at Morningstar, broadly agreed with the findings....
...However, new research from Morningstar found passive index-tracking equity income funds have “consistently” underperformed their actively managed rivals over the past decade....
...“I would venture that half the enterprise value of our single bond ETFs is in the tickers,” said Alexander Morris, president and chief investment officer of F/m Investments....
...Morningstar data shows that her fund has ended up at either the very top or the very bottom of its peer group in each of the past four years....
...“I’m a portfolio manager, and, to me, anytime you constrain anything, whether you’re constraining an investment set to force it to invest in ESG companies or force it to exclude considering certain risk...
...UBS may have to wait until it has finished integrating Credit Suisse, however, before it tackles more M&A....
...Morningstar data shows that nearly 4,500 open-ended funds have merged or closed since 2013....
...I’m sure most investors are aware of this risk when they go in,” given that it will be outlined in the ETF’s prospectus....
...To get a better picture, I’d drill down into portfolio holdings using Morningstar’s X-ray tool at morningstar.co.uk/uk/xray/overview....
...Nor does it make me feel any better that I’m not alone. Investors poured almost a quarter of a trillion dollars into bond funds and ETFs in the first half of 2023, according to Morningstar data....
...I’m with American poet Dorothy Parker, or the lines sometimes attributed to her: “I like to have a martini/ Two at the very most/ After three I’m under the table/ After four I’m under my host.”...
...Ethan WuI’m very excited....
...I’m rooting for Jane Fraser, Citigroup’s chief executive....
...I’m here at the iConnections Global Alts conference to moderate a panel on impact investing....
...After three years of heavy outflows, assets under management in UK income funds are roughly a quarter lighter than they were in 2020, according to Morningstar Direct....
...Here’s what else I’m keeping tabs on today: Republican debate: CNN will host former UN ambassador Nikki Haley and Florida governor Ron DeSantis in Iowa for a debate between the Republican primary candidates...
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