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...Typically, private equity groups aim to hold assets for about five years....
...“We’re going to close the tax loophole that allows private equity fund managers to pay capital gains tax on their bonuses, and tax it as income instead,” he said....
...fund, one of the largest buyout funds of all time....
...Still, this seems like a smart move....
...Private equity firms also charge management fees — 2 per cent of funds under management....
...And because stocks go up more often than they go down, “uncorrelated with” for equity long/short funds tends to mean “less than”....
...But in the meantime, lack of enthusiasm for the UK Isa should not deter investors from considering UK equities for their existing Isas....
...Labour has said previously that, if elected, it would “make the tax system fairer” by “closing unfair and inefficient tax loopholes” including those enjoyed by private equity fund managers....
...(Patrick Temple-West) TAX POLICY Taxes take centre stage Monday was the US federal tax due date for Americans — a culmination of our annual slog through the IRS’s painfully complex rules....
...Hunt has promised “smart tax cuts” in his Budget that reward work, and Tory MPs hope addressing the problem will be one of his surprises on March 6....
...The additional amount must be spent on UK investments including equities and bonds....
...However, Jim Masturzo chief investment officer, multi-asset strategies, at Research Affiliates, the smart beta index specialist, urges patience....
...Among larger investors, Swedish pension funds have long owned domestic equities....
...The malaise in the UK equities market must be serious when the government is considering the carrot of tax incentives for retail investors, as well as the stick of forcing institutional investors to “buy...
...It’s basically impossible to do it yourself, and it’s not tax efficient.”...
...Smart reads Shrunken giant General Electric was once an industry-spanning behemoth....
...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...
...Investors could also look at increasing their exposure to passive funds tracking European or emerging market indices, or diversify away from equities by considering multi-asset funds....
...Assets under management (AUM) in large-cap equity funds, by contrast, are down 10 per cent over the same period. This creates a negative feedback loop....
...This looks smart. No cash will change hands....
...funds....
...On this day, Bitcoin exchange traded funds (ETFs) were approved for listing on US stock exchanges....
...“We are moving towards smart cities, and investing towards a better world with electric vehicles,” says Simone Ragazzi of the Sustainable World Fund at Algebris Investments....
...Smart reads Inequity accounting A California family thought a deal to sell its supermarket chain to Kingswood Capital was all but done. Then came the private equity hardball, FT Alphaville writes....
...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....
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