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...As an international asset management centre, UK asset managers should be able to capture this growth....
...Asset managers tend to either love it, and bristle in irritation if you fail to love it as much as they do, or hate it because they pick stocks for a living and index tracking funds are eating their lunch...
...Third, a maturation of financial markets including the spread of derivatives, lower entry barriers and the institutionalisation of emerging markets as an asset class....
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...Fink said big pension funds that have large allocations to private equity have been particularly reluctant to invest because those funds have been slow to return money to investors amid a slowdown in takeovers...
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...The return of normalised inflation that anyone over the age of 40 will remember will inevitably influence asset allocation as investors expect returns significantly above the risk-free rate....
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...The writer is a former global head of asset allocation at a fund manager Returns from equities have been so consistently and implausibly higher than government bonds over long time horizons that the phenomenon...
...This is leaving a lasting mark on asset allocation decisions. Whenever advisers recommend looking at potentially more lucrative long-term investments, the pushback is the same....
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...The “quant winter” that enveloped quantitative mutual funds in 2018 turned into spring in late 2020 — when Treasury yields bottomed – and has blossomed into summer as they headed upwards....
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