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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...
...Adrian Gosden and Chris Morrison are joining from GAM to run the £1.5bn Jupiter Income Trust, which is also part of Whitmore’s portfolio....
...Franklin reported $417mn in adjusted operating income for the last three months of 2023, down 18.5 per cent from the prior quarter and up 5.5 per cent from the year-earlier quarter....
...Yuanta Funds, the market’s largest ETF provider, ranked first in ETF management income with NT$3.29bn in 2023, up 27.7 per cent from the previous year....
...Franklin estimated the Putnam deal would add $150mn in operating income annually after the deal closes in the fourth quarter....
...to mix without a fight: hedge funds and shipping....
...Woodford’s flagship £3.7bn Equity Income fund came unstuck as a result of the manager’s poor stock picks as well as his sizeable exposure to unquoted and smaller companies, which are less liquid than large...
...A BlackRock ETF run by the manager’s CIO of global fixed income, Rick Rieder, has led active fixed income ETFs in flows so far this year, garnering more than $2bn....
...“For over 40 low- and middle-income countries, cumulative net debt flows from Chinese creditors since 2019 are now negative,” meaning countries are paying China back more on loans than is being disbursed...
...Mutual fund company Capital Group has amassed about $21bn in ETF assets since 2022 with a different approach: focusing fund launches on categories such as core bonds, income and dividend yield....
...The restructuring meant Ruffer Management Limited — through which Ruffer’s founders and original investors including some of Odey’s family derive an income — was no longer a controlling entity in the Ruffer...
...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....
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Reduced AUM leaves income fund managers with less clout with chief financial officers and thus less scope to push for chunky dividend payouts....
...A further interesting structured product comes from the provider Tempo and is called the Long Income Plan. This delivers a high level of quarterly income for at least three years....
...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...
...negotiation table: on one side are borrowers with limited knowledge of currency risk management, while on the other the World Bank and the IMF that are full of financially-savvy employees (and banks and bond funds...
...However, proving that older investors have not entirely abandoned safer, income-based investing, two income funds feature in Hargreaves Lansdown’s top 10 ranking: Artemis Income and BNY Mellon Global Income...
...Using a cash fund to pay income in the short term, say two to five years, could help too....
...Georgieva should make similar calls for PRGT ahead of its funding next year, as these are the funds with the most latitude to help low-income countries....
...Music rights have become an increasingly popular investment on the back of rising revenues from streaming — which offers a growing income — with several specialist funds set up to own and manage the rights...
...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...
...AllianceBernstein has launched five new exchange traded funds, including a buffered ETF, bringing the company’s year-old line-up to 12 ETFs....
...S&P Global warned in November of a “poverty trap” in low-income countries hit by climate change....
...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....
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