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...He added funded reinsurance was one of a number of risk management measures used by Phoenix “as part of a wider strategy to maintain a well-diversified, robust balance sheet for policyholder protection”....
...fastest-growing practice in 2023, even as business leaders were less vocal on environmental, social and governance issues compared with a few years ago, referring to the backlash in some countries, including the US...
...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
...Citigroup has started tracking how many calls its private bankers are making to clients as the US lender tries to jump-start its struggling wealth management business, according to people familiar with the...
...Because for as long as many of us can remember, V-neck sweaters have been all but verboten — existing somewhere in the style hinterland between twisted jeans and square-toed tan leather loafers from Shoe...
...Activist investor Sparta Capital Management is calling on London-listed engineer Wood Group to consider a US listing to address the “continued underperformance of its shares”....
...Despite its cyclical exposure, we still like Next 15 and think — given its reliance on US tech sector clients — that it is proving fairly resilient....
...Whenever there’s a study that dunks on active portfolio management, we’ll be here to cut and paste. Today’s active management dunk comes from Morningstar....
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...Most of the nearly $500bn increase in assets under management in the first quarter was due to rising equity markets. In the US, the S&P 500 had its best first quarter since 2019....
...Carvana, whose business historically relied heavily on originating and then selling on car loans, has also benefited from a strong US consumer and stabilising interest rates....
...But, of course, there’s a reason why it’s widely called Shitibank; the sprawling, gormless Citi has for a v v v very long time proven adept at blithely ambling onto various rakes around the world....
...Investors pumped $65.6bn into active ETFs in the three months to the end of March — more than 50 per cent higher than the previous record of $41bn in the fourth quarter of 2023 — as assets under management...
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...BlackRock’s US Equity Factor Rotation ETF (DYNF) is another to be swept up by the model portfolio tide....
...“It will help us turbocharge the Android and Chrome ecosystems, bring the best innovations to partners faster . . . and internally, it will also speed up decision making.”...
...Over the past 20 years, their picks have now beaten 97 per cent of all US equity funds....
...As part of Diamond’s restructuring agreement, subject to approval by a US bankruptcy court in Texas, Sinclair will pay Diamond $495mn in cash and continue to offer management and support services during...
...US....
...“The entire equity fund management sector saw large outflows in 2023 and it is impossible for us to avoid that trend,” Smith, founder and chief executive of Fundsmith said in an emailed response....
...Some businesses continued to struggle, including the wealth management division....
...Wall Street retail lenders, which have more diversified sources of revenues like investment banking and wealth management, can afford the fight for deposit....
...For our US readers, we hope you had a nice Thanksgiving....
...Many of Dimensional’s largest ETFs were launched as mutual funds, including its $25.3bn US Core Equity 2 ETF, $9.7bn US Marketwide Value ETF and $9.3bn US Targeted Value ETF....
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
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