Hints and tips:
...“This fund mostly sails the rough seas of early-stage firms,” Greengold wrote for Morningstar....
...Wood’s $8bn Ark Innovation exchange traded fund recorded a 68 per cent gain last year, putting it within the top one per cent of its peers, according to data from Morningstar....
...attention, but advertising on platforms such as Google are more efficient tools for asset managers trying to raise capital from investors, said Ben Johnson, head of client solutions for asset management at Morningstar...
...S&P Dow Jones Indices, September 21, 2023: Look, the Morningstar report that Institutional Investor cites is as legit as the SPIVA scorecard from S&P DJI....
...“Materials science to me is basically where abstract thought meets the physical universe,” said Ekin Dogus Cubuk, a co-author of the paper....
...That trio manages GMO’s $7.9bn Quality and $76mn Quality Cyclicals mutual funds, Morningstar data shows....
...Ark’s funds have a negative rating from Morningstar, which cites concerns over performance, risk management and the outsized role of Wood, who is chief executive and chief investment officer....
...In total they account for €169bn, or 11 per cent, of Europe’s €1.5tn ETF market, according to Morningstar Direct, down from a peak of 17.6 per cent in 2017....
...The company’s active ETF line-up has amassed a combined $280mn in assets as of August 31, according to data from Morningstar Direct....
...Wood’s flagship investment product — the $6.3bn ARK Innovation exchange traded fund, known as ARKK — is down more than 25 per cent over the past three months, according to Morningstar....
...Without those headline-grabbing details, regulators usually find themselves falling back on abstract economic theories to prove their case....
...Kenneth Lamont, senior fund analyst for passive strategies at Morningstar, noted that all but one of Ark’s US-domiciled ETFs have suffered net outflows this year, collectively losing $689mn, according to...
...As demand for ESG risk data has ballooned in size over the past decade, the likes of MSCI, Morningstar and S&P have acquired considerable power to influence and in some cases dictate which stocks and bonds...
...staff report on the GameStop saga: If anything, Citadel Securities and other market-makers should have been encouraging more trading in GameStop, not discouraging it to rescue competitors to the Citadel LLC...
...Empowered Funds’ parent company Alpha Architect offers 15 ETFs with $1.9bn in assets as of July 31, according to data from Morningstar Direct....
...That came months after data group Morningstar acquired Leveraged Commentary and Data, which reports on debt financing transactions, from S&P in a deal worth up to $650mn....
...Well, if we start in the abstract, everything that is on a bank balance sheet is private credit. But most of the time, markets — market pundits talk about private credit....
...Yet according to Morningstar, net outflows top $19mn. Punchy predictions have grown more difficult to sell as rates rise....
...The phrase, in the context of an otherwise self-consciously optimistic event, came with a balance of real and abstract threat....
...(Morningstar) — How British Gas debt agents break into the homes of the vulnerable. (The Times) — Pimco on yesterday’s Fed meeting....
...As Shazeer, the veteran engineer, says: “Text is really our most concentrated form of abstract thought....
...“There is a category of investor that is trapped,” said Ben Johnson, head of client solutions at Morningstar....
...Together, the original trio of ETFs has $121mn in assets, according to Morningstar Direct....
...Total assets across Ark’s nine ETFs have slumped to $11.4bn from a peak of $60.3bn in February last year, according to Morningstar data....
...“This is not something I have seen before,” said Bryan Armour, director of passive strategies research, North America, at Morningstar. “I think it’s problematic....
International Edition