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...Following conversations with foreign portfolio investors, their analysts wrote that many fund managers “continue to grapple” with a market at “high multiples”....
...New equity issuance onshore is down 83 per cent year-to-date....
...Concerns are rising that passive, index-tracking funds may be completely absent from the UK’s upcoming “green” fund regime....
...At around the same time, FTSE Russell changed its recognition of Saudi equities, moving them into the FTSE Global All Cap index — a popular global equity index....
...“We keep Chinese stocks out of index funds because those funds do no research into the risks these companies pose,” he added....
...These are benefiting from the boom across the Pacific. This is great because I have no US equities at all....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...“The correlation of Chinese equities towards other major emerging markets has absolutely collapsed in the last few years,” said David Dali, head of Portfolio Strategy at Matthews Asia, a San Francisco-based...
...He compared the S&P 500’s pricing with the MSCI EAFE index, which includes equities from 21 developed markets excluding the US and Canada....
...Even the Asia Pacific index, which doesn’t gel with my atlas. Likewise, MSCI EM Asia, the index my ETF tracks, is supposed to include emerging market countries only....
...When the Tokyo stock market closed on Wednesday afternoon, the sun was shining, a weekend of cherry blossoms lay in prospect and the once leaden-footed Topix index — the broad benchmark of corporate Japan...
...BlackRock’s US Equity Factor Rotation ETF (DYNF) is another to be swept up by the model portfolio tide....
...the managers to rotate its portfolio in February....
...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....
...Fidelity includes Royal London Short Duration Global Index Linked Fund M Inc in its “Select 50” list of recommended investments, saying: “The loans are made over short periods (under five years usually)...
...Wall Street’s blue-chip S&P 500 index captured its highest share of global equity exchange traded fund flows for at least a decade last year, as the rise of the so-called Magnificent Seven reshaped benchmarks...
...error to the underlying index, have proved most popular....
...This is how a portfolio manager framed their purchase of Chinese equities on a recent Bloomberg show....
...January saw the launch of the CSI A50, a new blue-chip equity index designed to attract money to sectors deemed strategically important, such as renewables and semiconductor manufacturing....
...In the 10 years to the end of June 2023, 77 per cent of actively-managed sterling-denominated UK equity funds had failed to beat the index and 95 per cent of global equity funds had done the same....
...Japan’s broader Topix index, which is more closely followed by professional fund managers, is also closing in on its 1989 peak after a strong rally this year but has yet to strike a new high....
...How this translates to your own portfolio’s performance depends on the precise type of passive fund you have, but the dominance of the Mag 7 means they are making up a growing slice of global index tracking...
...Today, DFA manages about $677bn, and a decent chunk of that is invested in its suite of small-cap funds. such as its $15.4bn US Small Cap Portfolio....
...With $19bn being sucked up by Chinese equity funds (including mutual funds) alone, EPFR said: “The latest flows into China-mandated funds went predominantly to domestically domiciled ETFs as Chinese policymakers...
...“That many people in Hong Kong voting no [on Chinese equities] is pretty high relative to the constructive home team baseline you typically find,” said Timothy Moe, chief Asia-Pacific equity strategist at...
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