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...ETFs are bundles of equities, bonds and other assets that trade throughout the day on stock exchanges....
...US equity funds drew $56bn of funds in the week to March 13 — more than the previous peak of $53bn set in March 2021, Barclays said on Friday, citing data from fund tracker EPFR Global....
...Despite the big private equity funds of megashops such as Blackstone dominating headlines, leveraged buyouts are still mostly a small- and mid-cap phenomenon. That’s where private equity likes to play....
...By contrast, the amount of cash parked in Schwab money market funds jumped 70 per cent to $477bn during the fourth quarter. Schwab earns a 0.26 per cent fee on these funds....
...UK equity funds....
...Over the past 20 years, their picks have now beaten 97 per cent of all US equity funds....
...“Investors have thought twice about investing this year,” said Richard Flynn, managing director of brokerage Charles Schwab UK....
...BlackRock said in a statement that “since the underlying securities in DYNF are large-cap US equities, and some of the most liquid stocks in the market, liquidity was not a challenge when the fund was added...
...Kevin Gordon is a senior investment strategist at Charles Schwab, and, more importantly, a co-OG winner of the FTAV charts quiz....
...These owners, which also include pension funds Omers of Canada and Britain’s USS universities scheme, are in a stand-off with regulator Ofwat over the amount of shareholder equity needed to support the water...
...Shareholder activism is moving stock prices, and, critically, the fear of activism is pushing Japanese companies to pre-emptively reward shareholders with non-core asset sales and share buybacks....
...About two-thirds of those polled for Bank of America’s latest global fund manager survey do not expect a US recession over the next 12 months — up from just over 10 per cent at the start of 2023....
...Spot bitcoin ETFs will be available on Schwab, Fidelity, SoFi and Wells Fargo’s platforms....
...Data from the Investment Association shows that UK equities have suffered £14bn worth of outflows since 2016, yet fund managers believe these factors, combined with share buybacks and M&A activity, mean...
...Worse still, could there even be a temptation to reduce the core allowance to dragoon more investors into UK equities via the British Isa?”...
...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...
...This is what a senior colleague told me on my first day as an equity fund manager almost 30 years ago. He has been right ever since....
...Here’s the evidence: only 23 per cent of large-cap core funds outperformed their benchmark last year....
...Some 81 per cent of active equity mutual funds paid capital gains over the five years ended March 31, Morningstar data shows....
...US money market fund providers — such as Fidelity, Vanguard and Charles Schwab — collectively earned $7.6bn in fees in 2023 as assets passed $6.3tn, according to government figures....
...BlackRock’s change in allocations in its popular model portfolios led to a surge on the equity side as well, according to Morningstar analyst Ryan Jackson....
...Nick Kalivas, head of factor and core equity product strategy at Invesco ETFs, cited two additional reasons for RSP’s strong inflows. One is that the S&P 500 has become more “growthy”....
...“There are different risks in overnight trading,” said Ovi Montemayor, head of market and execution services for Charles Schwab....
...Alongside growing its core private equity unit, the group has expanded into other asset classes including credit and infrastructure....
...GQG’s flagship EM Equity Fund has cut its China allocation to 5 per cent from 40 per cent and redeployed the capital to markets from India to Saudi Arabia over the past five years....
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