Hints and tips:
Related Special Reports
...Investors pumped an outsized $126.5bn into exchange traded funds in March as a series of markets from Wall Street to gold hit record highs, according to data from BlackRock....
...that were launched years ago for select clients of firms such as Wells Fargo and JPMorgan....
...In another test, S&P looked at US mutual funds....
...The chart below shows Nomura’s back of the envelope estimate of the combined growth in assets across select options-selling open-ended investment funds....
...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...
...of their trades in S&P 500 options today are in 0DTE contracts....
...They crashed all the same because investors had discounted even madder projections. The S&P 500 isn’t at such extremes today....
...It released research in November indicating that investors lost out on more than two-thirds of the potential returns from thematic funds over the five years to June 2023 due to their tendency to buy high...
...Options are hugely popular on US retail platforms such as Robinhood but derivatives are also finding their way into more mainstream products, such as exchange traded funds....
...Retirement-focused investors have poured more than $20bn into US exchange traded funds that cap gains but limit losses over the past two years, posing a competitive challenge to established offerings from...
...It’s a fun fact that one of the best performing investors in the world is the S&P 500 index committee. Over the past 20 years, their picks have now beaten 97 per cent of all US equity funds....
...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Earlier this year the US Securities and Exchange Commission approved a series of bitcoin spot exchange traded funds, investment vehicles that offer exposure to bitcoin, the world’s best-known cryptocurrency...
...Of course, two years ago US equity investors would have been grateful for the protection of a maximum 15 per cent loss — the S&P 500 finished a fifth lower....
...But funds gained 6.1 per cent on average, compared with the S&P 500’s 26.3 per cent gain....
...Investors in a derivative-linked “synthetic” exchange traded fund have been left out of pocket after Nigeria was axed from its underlying index....
...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....
...disclose assets invested in China to the US Securities and Exchange Commission....
...He pointed to the latest updates to long-running research by S&P Dow Jones Indices which shows that over 15 years more than 90 per cent of actively managed large-cap funds underperformed the S&P 500, and...
...Lunate’s Chimera S&P India Shariah ETF is open for investor subscription from January 12 to 17. It will be listed on the Abu Dhabi Securities Exchange on January 26....
...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)...
...The world’s largest convertible bond manager has unveiled a “synthetic convertibles” exchange traded fund to spread the concept to companies that are so cash-rich they do not need to issue real bonds....
...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....
...Funds that equal weight the S&P 500 index — buying the same amount of every stock irrespective of its size — saw record inflows last year, even though this approach hit investors in the pocket as the tech...
...By contrast, actively managed mutual funds lost $469bn to investor redemptions....
International Edition