Hints and tips:
Related Special Reports
...The private capital group is providing $1.3bn in debt financing to fund purchases of shares by a new employee trust, as well as to refinance some of BDO’s existing obligations....
...The new ETFs began with about $113mn combined in seed capital, according to spokespeople and regulatory disclosures....
...to create a diversified mix of holdings....
...Google’s new marketing rules allow ads touting “cryptocurrency coin trusts” to appear alongside search results for queries such as “bitcoin ETF”....
...Wealthy Britons had been using investment trusts since the 1870s, but MFS made diversified investments accessible to the masses....
...Ben Rogoff, fund manager of the tech-focused Polar Capital Trust, is not convinced that all seven “Magnificents” can stay on the right side of the AI trade for much longer, and is positioning his portfolio...
...Rothschild set up RIT Capital Partners, a listed investment trust investing in public and private markets that he chaired for more than 30 years....
...Hedge fund Muddy Waters on Wednesday revealed a bet against a publicly listed real estate investment trust managed by private equity giant Blackstone....
...The investment managers that form the layer in between get their capital from insurance companies, sovereign wealth funds, pension funds and so forth....
...Some of the most prominent, like the UK’s Wellcome Trust, have divested and diversified. Ownership by a non-profit can constrain expansion....
...They’re basically investment trusts that make loans to smaller companies, have a 2x cap on leverage, usually list shares on a stock exchange and have to pay out 90 per cent of profits to investors....
...Wellcome Trust warns of private equity ‘shakeout’ Nick Moakes, chief investment officer of the £38bn Wellcome Trust, reckons that the private equity industry is facing a “shakeout” that could result in...
...The winners should be those with the ability to raise equity more cheaply: greater scale translates into lower costs of capital and improved prospects....
...As the lead manager of the £3.5bn Polar Capital Technology Trust, he bet big on AI — artificial intelligence being the dominant investment theme of the post-Covid era. Well, the gamble paid off....
...It was cited by BDO USA’s switch from a partnership to a corporation. This was followed by $1.3bn in debt financing from Apollo Global Management to fund purchases of shares by a new employee trust....
...Should we abolish venture capital trusts, reintroduce stamp duty and inheritance tax on stocks on London’s AIM market, and impose capital gains tax on gilts?...
...Amundi will adapt its diversified range of SRI-labelled funds with the objective of keeping one of the broadest and most comprehensive offerings on the market.”...
...For investors without new funds to invest in, one option can be the “sister” investment trusts to some open-ended funds — conventional unit trusts or mutual funds — that follow the same investment goals...
...He noted that the 48 Taiwan equities ETFs now invest in 402 constituent stocks, which is “relatively diversified”. “The situation is still within the scope that can be managed,” he said....
...It has made investing accessible to the average person in an incredibly durable way,” says Jody Jonsson, vice-chair of Capital Group, the world’s largest active fund manager....
...Millennium had grown into a much larger and more diversified organisation, and Englander was reluctant to identify just one person to lead the business....
...Since 2017, the Tata Trusts foundation has worked with national and local governments to fund the construction of a network of screening clinics and has built seven specialist cancer hospitals....
...“What you are capturing [with an equal weighted approach] is a much more diversified exposure,” said Suzuki....
...Their diversified portfolios and ability to slash or raise their level of risk quickly gave them a key advantage during the pandemic when markets went into a tailspin....
...Many investors bought these newer funds for yield and assumed modest changes in capital valuations....
International Edition