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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...
...Higher interest rates have undermined the value of private equity portfolios as investors have flocked to fixed-income assets with improved yields, contributing to the secondary market discounts....
...Brokers and analysts have blamed a combination of cost of living pressures, higher mortgage rates and the underperformance of UK equity markets compared with US equity and global fixed-income markets....
...— The prominent board member of a $50bn hedge fund with an educational appendage has quit (Harvard Crimson) — Justice lost in the post (Private Eye) — The Stagnant Science: Mainstream Economics in America...
...But fixed income ETF flows fell from €14.1bn in the last quarter of 2023 to €8.8bn of net inflows in the first quarter of 2024....
...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....
...Assuming interest rates have peaked, yields on equities are set to become increasingly more attractive. The absence of Big Tech becomes a virtue for the income investor....
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Taiwan equities and bond ETFs investing overseas accounted for more than 80 per cent of the net NT$1.23tn in inflows into the local fund market, as more than 1mn new beneficiaries rushed into onshore bond...
...Steady income Dividends are a major attraction of UK shares....
...In the US, where ETFs have tax advantages over mutual funds, helping fuel their growth, JPMorgan’s Equity Premium Income ETF (JEPI) alone is almost as large as the entire European active ETF market, with...
...JPMorgan has also weighed into this space in the UK with an active ETF called the JPM Global Equity Premium Income UCITS ETF (ticker JEPG), which aims to deliver a consistent income of 7 to 9 per cent a...
...The UK financial watchdog has issued a warning notice against Neil Woodford following the collapse of his £3.7bn Equity Income fund in 2019, which trapped thousands of investors and left them nursing losses...
...Private equity firms also charge management fees — 2 per cent of funds under management....
...It booked net income of ¥166bn, compared with ¥93bn in its last financial year....
...That compares with 8.9 per cent from public equities and 2.4 per cent from fixed income. The documents did not disclose if the figures took account of fees....
...BlackRock’s change in allocations in its popular model portfolios led to a surge on the equity side as well, according to Morningstar analyst Ryan Jackson....
...According to data from investment platform Hargreaves Lansdown, funds such as Fundsmith Equity, Lindsell Train Global Equity and Rathbone Global Opportunities — growth-focused actively managed funds — featured...
...Calpers’ allocation for [public] equity will go to 37 per cent of the fund and fixed income will be reduced to 28 per cent....
...Payments into an Isa account are made from after-tax income, and the account is then exempt from income tax and capital gains tax on the returns. No tax is payable on money withdrawn from the scheme....
...Isa savers are exempt from paying tax on savings interest, dividends or capital gains on funds held in Isa accounts. Withdrawals are also not subject to income tax....
...Former star fund manager Neil Woodford had a “defective” understanding of his responsibilities in the run-up to the collapse of his £3.7bn Equity Income Fund, the UK financial regulator said in its first...
...There’s also a trio of JPMorgan Hedged Equity Funds (mutual funds each with somewhat different reset dates) that together manage another $25.6bn....
...They used the equity markets to get income that you couldn’t get from fixed income. Now that rates are off zero, it makes sense to use fixed income again for risk management and income,” he added....
...Costs fell 6 per cent in the quarter to €5bn, pushing its cost-income ratio to its lowest level in more than a decade....
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