Hints and tips:
Related Special Reports
...Money market fund assets increased by just under $10bn overall, the ICI data showed, with $56bn trickling out of taxable government funds and $11.4bn flooding into “prime” funds that can also invest in short-dated...
...The flows come as a blow to Liontrust, which manages most of its customers’ money in UK stocks....
...The BoE’s Prudential Regulation Authority said on Tuesday that it had imposed the second-largest penalty in its history after HSBC failed to correctly identify customer deposits eligible for protection under...
...Exchange traded funds have taken over as the dominant holding in the fast-growing multitrillion-dollar US model portfolio market, helping to turbocharge their already rapid growth....
...But let’s suppose it here just means a risk that a government becomes unable to borrow money to spend....
...AllianceBernstein has launched five new exchange traded funds, including a buffered ETF, bringing the company’s year-old line-up to 12 ETFs....
...These strategies make money by betting on market trends, buying assets when markets are trending upwards and selling when they fall....
...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....
...But even without their net inflows of $11bn in the three months to the end of March, active ETFs as a whole still attracted record amounts of investor money....
...The dour outlook has coincided with a flood of cash into money market funds, mainly in the US, as investors eye returns of 5 per cent or higher for lower risk....
...The third reason for concern relates to the influence of SBTi’s funders — in particular the $10bn Bezos Earth Fund, established by Amazon tycoon Jeff Bezos, which SBTi describes as one of two “core” funders...
...Big, long-only money is coming into the Japanese market chasing high-quality companies with improving governance standards, exposure to global growth and a “not China” story....
...These rates can go up or down and the interest is taxable....
...The inflows into 11 new bitcoin exchange traded funds that received US regulatory approval in January went into reverse this week....
...But the evidence is that “drawdowners” are not foolishly raiding their pension funds....
...Simon Hills, director of prudential policy at banking lobby group UK Finance, said: “The financial system demonstrated resilience in 2023....
...According to the UN, Tether is also increasingly becoming a conduit for money launderers and fraudsters to move funds outside the global banking system....
...But it is not just ETFs that are taking money from mutual funds....
...CVC has twice postponed plans to float when geopolitics unsettled markets....
...This raises risks for countries dependent on foreign money to finance debt issuance....
...“We have seen products like EMXC [the iShares MSCI Emerging Markets ex China ETF] be quite popular, with $700mn of net inflows in January,” he said, while the smaller Columbia EM Core ex-China ETF (XCEM)...
...“Even with recent interest in actively managed ETFs, index-based funds remain the core of most portfolios.”...
...A dividend is taxable upon being paid, whereas a capital gain associated with the buyback that’s only taxable when you execute it....
...No tax is payable on money withdrawn from the scheme....
International Edition