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...Pepsi said the deceleration was largely due to a recall in Quaker granola products over salmonella concerns and weak sales in North America....
...“Buy what you know” was a keystone of his investing philosophy — one that earned the Fidelity Magellan fund a benchmark-beating 29 per cent annualised return under his 13-year stewardship....
...The move made sense: as the index fund price war has intensified, more and more of the cost of a fund is actually consumed by licensing brand-name indices like the S&P 500....
...Flows to active US exchange traded funds have surged past previous records for both monthly and quarterly hauls, helping to drive assets held in the vehicles above $750bn at the end of March....
...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....
...Smart reads Unlikely backer Retired hedge fund billionaire Leon Cooperman and a “predatory” cash-advance company had no reason to cross paths, Bloomberg reports. Then came a private credit fund....
...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....
...Money has surged into some of the new funds, with BlackRock’s bitcoin ETF the fastest ETF in history to reach $10bn....
...However, a larger determinant of these products’ long-term profitability will be their ability to pass muster with the fund analysts and financial advisers who vet funds and add them to client portfolios...
...Twice a year it publishes an active/passive barometer that benchmarks active funds using a composite of passives rather than an index....
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Few have drawn more interest than BlackRock’s first fund to be tokenised on a blockchain, the BlackRock USD Institutional Digital Liquidity Fund (Buidl)....
...By comparison, the firm’s $2.49tn American Funds mutual fund line-up bled $43.1bn last year. T Rowe Price, meanwhile, debuted its first ETFs in 2020....
...US-based hedge fund Shah Capital wrote to the Novavax board on Monday to push for the instalment of two new independent board directors....
...She said investors choose an ETF based on a range of factors, including the fund’s issuer and benchmark, as well as the exchange it is listed on....
...Morningstar data shows that her fund has ended up at either the very top or the very bottom of its peer group in each of the past four years....
...While high-frequency traders and hedge funds have become increasingly interested in bitcoin ETFs and the potential for arbitrage, the bulk of new assets moving BlackRock’s new cryptocurrency products appear...
...“The funds will be chosen where the adviser believes the multi-class structure is in the best interest of the ETF class and mutual fund class individually, and the fund as a whole,” the filing states....
...This, I suspect, is one reason why so many fund managers are able to say they take ESG considerations into account when investing, allowing them to give their fund a whiff of sustainable sparkle for marketing...
...But BlackRock hit back hard after the Texas fund made its announcement....
Finra orders two Stifel divisions to pay $2.3mn after losses incurred by 381 customers who held the products too long
...sustainable funds....
...The damage was particularly acute in LDI pooled funds, which are managed for mainly smaller pension funds....
...Flows into emerging market equity exchange traded funds marked a new record in February, as activity by China’s “national team” appeared to continue at pace....
...The green investment backlash led by US Republicans has led to investment funds pulling more than $13bn from BlackRock, the world’s largest asset manager....
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