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...LG’s AI research division partnered with Qraft Technologies, an AI-focused ETF manager backed by Japan’s SoftBank, to launch the LG Qraft AI-Powered US Large-Cap Core ETF, or LQAI, on the New York Stock...
...Among large-caps, a flood of new money is pushing up the share prices of companies with very low free-floats....
...There is also less churn in the large-cap segment: new large-cap companies since 2013, net of de-listings, only account for 15% of our large-cap US universe of 585 stocks....
...In contrast, US small-caps currently trade at a 13.7 per cent discount, while European large-caps are at a discount of 7.3 per cent and US large-caps a premium of 4.2 per cent, Cooper said....
...But investors are increasing allocations to global equity funds, an indication that they are seeing opportunities outside of mega-cap stocks....
...The benchmark large-cap CSI 300 lost 11.4 per cent last year....
...[Zoom] That’s all in spite of hedge funds being net sellers of mega-caps over the fourth quarter....
...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...
...“The more you go into the mid-cap and smaller-sized companies — the more idiosyncratic areas of the UK market — the more value emerges,” says Gergel. “It’s a great market for stock pickers.”...
...US small caps are suffering their worst performance run relative to large companies in more than 20 years....
...Today’s more concentrated stock market is more prone to substantial falls in value.”...
...“That’s been the success story in Sweden for sure, having large funds actively looking at domestic small and mid-cap opportunities.”...
...And like Goldman, Barclays sees value among domestics. UK small-caps are trading at a 20-year low relative valuation to large caps....
...In recent years, the fund has sold assets to meet redemptions from investors and to finance large bets on data centres....
...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...
...To get a sense of just how unusual this is, note that in the past, during US bull markets in which large caps outperformed, small caps did not suffer....
...KKR’s funds plan to house assets moving off the balance sheets of corporations, banks and insurers looking to simplify their operations or fund stock buybacks....
...These included freezing rents at current levels, linking the payment to property values, setting a fixed maximum or moving to peppercorn payments....
...And, lo: This wasn’t just a narrow large-cap US stockpickers vs S&P 500 issue either....
...For example, the MSCI world large cap index has outperformed the MSCI world mid-cap index by almost five percentage points a year over the past five years....
...OK OK, to pre-empt some of the more nuanced objections: — Yes, for every new dollar that goes into a market-cap index fund, more cents are going into large US tech stocks than ever before....
...“In a decade where value and small caps have underperformed compared to growth and large caps, this difference in strategy is pivotal.”...
...Well, China A shares are large and mid-cap names listed on the Shanghai and Shenzhen exchanges which are available to foreign investors via the “stock connect” with Hong Kong....
...GQG holds 700,000 Goldman shares, worth about $260mn at Wednesday’s closing price, for its US fund. Goldman is the only US bank in its portfolio....
...The large posse of financial advisers must have suspected that Douglas would be a hard sell. They had collected extensive fund manager feedback from months of pre-marketing....
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