Hints and tips:
...The Core Plus Fixed Income Portfolio recorded $115mn in net outflows over the year that ended August 31, according to Morningstar Direct....
...The €84,400 holding accounted for 0.35 per cent of the Ucits fund’s portfolio at the end of 2023, according to Morningstar data....
...The head of GMO’s focused equity team, Thomas Hancock, along with portfolio managers Ty Cobb and Anthony Hene, will manage the ETF....
...The average is 1.43 per cent of fund assets, according to an estimate by domestic brokerage Tianfeng Securities, compared with less than 1 per cent in the US, according to Morningstar....
...Thomas Tilley, senior economist at the European Fund and Asset Management Association, said investor preference for passive funds had surged due to their lower costs, driven by their ability to “fully benefit...
...But it can’t stop the inevitable if the business hasn’t improved, Thoma Bravo managing partner Holden Spaht writes for the FT....
...helen.thomas@ft.com@helentbiz...
...High-yield bond funds experienced net inflows of nearly $8bn in October, the most this year, according to Morningstar Direct....
...Invesco’s Scott Thomas said his team had preserved capital in the first quarter of this year, adding that the fund would remain relevant especially as investors faced lower returns from traditional assets...
...“The liquidity crisis will pass,” says Thomas Simons, a money market economist at Jefferies. “But a credit crisis is coming.”...
...They are currently “undervalued” and could do well on the back of high electricity prices until 2024, Tancrede Fulop, a European utilities equity analyst at Morningstar, told me....
...New York State Comptroller Thomas DiNapoli, who had filed the proposal, said he was satisfied that the Lynch review would address his concerns....
...“The hardest work is still to come,” says Hortense Bioy, global director of sustainability research at Morningstar, describing the situation as an “existential crisis” for Carney’s climate finance movement...
...During a punishing first three months of the year for markets, assets held in sustainable funds fell by 4 per cent, according to research agency Morningstar....
...BlackRock in August bought up five different Evergrande dollar bonds through one of its high-yield funds, which had holdings in the developer then worth $18m, Morningstar data show....
...Jackie Choy, Asia director for ETF research at data provider Morningstar, says that while his firm has identified China as one of the largest markets for sustainable investment outside the US and Europe,...
...“There’s still a very large and very active contingent of retail traders,” says Ben Johnson, director of global exchange-traded fund research at Morningstar....
...In a note on Tuesday, Cheng Wee Tan, senior equity analyst at Morningstar, called the new property tax “untimely”, adding that the sector was already facing “heavy policy headwinds”....
...Thomas Friedberger, deputy chief executive at Tikehau Capital, a €34.3bn alternatives asset manager, says: “We need to learn to invest again in an inflationary environment....
...The fund that Cumming managed was up 62 per cent over the past year, according to Morningstar Direct, against a category average of 24 per cent....
...In this analysis I wrote with Daniel Thomas and Philip Stafford, we look at both London’s long-term decline in listings and a deeper concern: the UK’s ability to create, scale and retain homegrown technology...
...Assets in sustainable funds grew 53 per cent year-on-year to $2.74tn in 2021, according to Morningstar, and demand for people to manage the explosion of ESG investments has grown alongside....
...Since the Brexit vote in 2016, investors have pulled more than £29bn from UK equity income funds, according to Morningstar....
...,” says Greggory Warren, senior equity analyst at Morningstar in the US. “In China, the rules and attitudes can change overnight.”...
...Tony Thomas, associate director of equity strategies at Morningstar, said: “2020 wasn’t great for active managers....
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