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...Reits tend to pay out 90 per cent of income but anything over 100 per cent is seen as unsustainable because funds might eventually need to take on more debt, issue new shares or sell assets to fund dividends...
...The US alternative asset manager has told investors it will wind down the Blackstone Diversified Multi-Strategy fund by the end of the year, the group told the Financial Times....
...“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....
...For wealthy investors, despite the receding threat of inflation, there is still a need to diversify, stresses John Roe, head of multi-asset funds at Legal & General Investment Management....
...His invention, the open-ended mutual fund, allowed retail customers to buy into a diversified portfolio of stocks and be confident that they would get a fair value when they wanted their money back....
...So that’s a real disadvantage to an active ETF,” says Johnson of Franklin Templeton....
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
...Some of the UK’s biggest pension plans are taking advantage of steep price discounts to snap up real estate and other private assets, as fellow retirement funds put their harder-to-sell holdings on to the...
...Bold calls, such as on Chinese real estate and Lebanese sovereign debt, have proved contrarian for the wrong reasons....
...it attributed to the government’s disastrous mini Budget in 2022 and the ongoing de-risking of defined benefit pension funds....
...to create a diversified mix of holdings....
...By 1989, AmEx had issued tens of millions of cards and was the US’s largest asset manager as well as its most valuable financial firm, with a market value approaching $10bn....
...With the expansion of mutual index and ETF products — covering an array of assets and geographies — shifting cash into diversified trackers is simple....
...Private equity firms in particular are expected to shift out of less attractive property assets as funds approach their end dates....
...Pension funds and insurance companies, in particular, have an opportunity to lock in an asset mix that matches their liabilities. But while demand may explain spreads, it does not justify them....
...The world’s largest alternative asset manager promised UC an 11.25 per cent annual return from the property fund, called Blackstone Real Estate Income Trust, or Breit, as part of a deal to draw $4.5bn in...
...Last May, the SEC ordered a small North Dakota-based adviser to pay out $1 million for investing client assets in leveraged ETFs....
...You may also be more diversified than you realise....
...Commercial real estate (CRE) prices have declined since the onset of COVID-19....
...And then there are the fund managers’ fees to take into account. These can be relatively high — an average of 3.94 per cent of total assets, according to the Cliffwater survey....
...It has struck a €350mn deal to buy Alpha Associates, a Zurich-based company that manages €8.5bn of assets across funds of funds investing in private debt, infrastructure and private equity strategies....
...The milestone signals that pressure is falling on the fund, called Blackstone Real Estate Income Trust (Breit), after a dash for redemptions over fears about real estate valuations caused Blackstone to limit...
...In the edited highlights from an FT webinar, the panel shares tips about everything from getting started and choosing the right platform to asset allocation and ensuring your Isa portfolio is diversified...
...asset manager, to expand its strategies and capitalise on new investors....
...He noted that the 48 Taiwan equities ETFs now invest in 402 constituent stocks, which is “relatively diversified”. “The situation is still within the scope that can be managed,” he said....
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