Hints and tips:
Related Special Reports
...The investment behemoth offers a range of funds that aim to provide passive exposure to global markets, and it encourages investors to select a higher allocation to bonds if they have a lower tolerance for...
...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...
...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)...
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...One problem is that there is not much hard data on biodiversity that can be used to select stocks....
...In terms of the partnerships, the portfolio was unbelievable. But did the clubs think they were dealing with Yabo, or with somebody else?...
...As always you can reach me at sid.v@ft.com....
...Equity long-short hedge funds typically have very concentrated portfolios....
...Brookfield Asset Management, whose eclectic $690bn portfolio includes office towers, gas pipelines and a nuclear services company, is not quite the world’s biggest investment firm — but it may be the most...
...We are a software as a service business. We charge banks a transactional fee. Every loan that we analyse is a transactional charge....
...And you can buy a bit of Global Capitalism, Inc if you buy a low-cost global equity index tracker....
...In October, iShares launched its USD Bond Factor ETF (USBF), which selects bonds based on macro, quality and value factors....
...This trend is expected to accelerate as ETFs become a more important element of model portfolios — whereby advisers select a diversified mix of equities, bonds and other assets to meet a range of risk and...
...Buckley said Vanguard planned to roll out Just Invest’s direct indexing capabilities to a wider set of clients, building on a pilot programme it has been running with the group and select financial advisers...
...“We’re trying to give the customer an integrated solution of hardware, software and services.”...
...Seraphim says it is already “the world’s No. 1 Space Tech investor”, with a portfolio of over 50 international space-related companies....
...A few days after he formally resigned from First Boston, Fink invited a select group to his house to discuss the new venture....
...john.thornhill@ft.com...
...Active managers select stocks or bonds rather than track an index....
...Greensill selects all of the assets that go into the Credit Suisse funds. Now guess who Greensill is backed by? SoftBank’s Vision Fund....
...The Invesco Oppenheimer SteelPath MLP Alpha fund and Fidelity’s Select Energy Service Portfolio mutual fund are down 64 per cent this year, while ProFunds’ Oil Equipment and Services UltraSector, a leveraged...
...In this case, it is active managers, who select securities they believe will outperform....
...On the last Sunday of April 2019, a sleek Gulfstream V jet belonging to Occidental Petroleum touched down at Omaha airport....
...USA Inc — in other words offering a dire signal on the outlook”....
...“Yet [regulators] seem reluctant to regulate or intervene to supervise these key service providers directly.”...
International Edition