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...Private equity firms are quietly preparing funds to invest exclusively in the US National Football League, according to people familiar with the matter, as a potential precondition for being allowed to hold...
...BlackRock has rolled out two actively managed equity exchange traded funds for European investors. The Ireland-domiciled iShares World Equity High Income and iShares U.S....
...risk — in index-tracking vehicles such as exchange traded funds....
...You may also be more diversified than you realise....
...to create a diversified mix of holdings....
...Over the long run, small-cap companies have outperformed larger ones, according to the UBS Global Investment Returns yearbook....
...US equity funds drew $56bn of funds in the week to March 13 — more than the previous peak of $53bn set in March 2021, Barclays said on Friday, citing data from fund tracker EPFR Global....
...Yet data shows that the global universe of public equities has already shrunk by a net $120bn this year, exceeding the $40bn taken out over all of last year....
...“Wealthy individuals and their families are sophisticated investors, like hedge funds, that have been part of the stock market rally,” says Hannes Hofmann, global head of the family office group at Citi...
...In its annual white paper to parliament on the country’s two main wealth funds — the smaller domestic Government Pension Fund Norway and Government Pension Fund Global (which is managed by NBIM) — the Norwegian...
...The pension fund announcement is of a similar ilk. UK pensions have lower allocations to domestic equities than pension funds in many other countries....
...Flows into equity ETFs totalled €36.8bn during the period, a slight increase on the previous quarter, signalling investors were keen to continue riding the rally in global equity markets, particularly the...
...This is great because I have no US equities at all....
...“To truly understand how dominant they have been, consider that only 5 per cent of the market — around 25 stocks — has delivered stronger returns on a year-on-year basis,” wrote global equity strategist...
...“The Vanguard Wellington fund goes back to 1929, and one of the reasons that product [has] survived . . . is because it was a balanced, diversified portfolio,” says Rodney Comegys, who heads Vanguard’s equity...
...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...
...“There are an awful lot of stocks you have to show you have an engagement with to qualify for the improvers label,” Gosling said, particularly for highly diversified broad-market passive funds....
...Despite the big private equity funds of megashops such as Blackstone dominating headlines, leveraged buyouts are still mostly a small- and mid-cap phenomenon. That’s where private equity likes to play....
...Blackstone is putting a small share of every new deal it strikes into the BPXE vehicle, an approach that will require plenty of dealflow to yield a diversified fund....
...The proliferation of alternative vehicles allowing easy access to a range of global assets — such as exchange traded funds — has also hurt the sector....
...funds....
...Hargreaves Lansdown, the country’s largest trading platform, said its investors’ most-bought funds in January 2024 included a Jupiter fund focused on India and global and US indices....
...Flows into US equity funds were the highest on record in the week to Wednesday, led by big moves into technology stocks, according to Barclays and Bank of America, citing fund tracker EPFR Global....
...According to Morningstar, in the year to June 2023, 27 per cent of actively managed global large-cap equity funds beat the equivalent passive fund. Over a 15-year timeframe, only 3 per cent have....
...This extremely concentrated setup (50-60 year high, comparable to Nifty-Fifties). intensifies the battle between index funds and active funds....
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