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...Concerns are rising that passive, index-tracking funds may be completely absent from the UK’s upcoming “green” fund regime....
...The ascent of passive strategies has been years in the making, beginning with Vanguard’s launch of the world’s first index mutual fund in 1976 on the premise that stock pickers do not beat the market over...
...A lot of people predicted wider aftershocks when Vanguard, in 2013, shifted its giant Total Stock Market Fund from tracking an MSCI index to a new one created at its behest by the Chicago-based CRSP (as...
...Index funds minimise their expenses by simply investing in all the companies in a certain market sector without carefully scrutinising individual companies, a strategy that fails to consider the “unique...
...Hong Kong’s stock market led gains in Asia during early trading after an extended break for Easter. The city’s benchmark Hang Seng index added 1.6 per cent in its first day of trading since Thursday....
...Chabaidao is Hong Kong’s largest IPO this year, as the city has struggled to recover from an extended stock market rout and persistent lack of new listings....
...In the UK, The Investment Association estimates that passive accounts for a third of all assets under management, and index fund assets eclipsed those in actively managed funds in the US market at the end...
...JPMorgan has carved out a dominant position in Europe’s nascent market for actively managed exchange traded funds, far surpassing the level in its US home market where it manages the largest such vehicle...
...Hong Kong’s benchmark index rose ahead of mainland China stock markets reopening next week after an extended break for the lunar new year....
...Quantitative funds have gained 12 per cent for the year to the end of March, according to an index compiled by Société Générale, with names such as Man Group, Aspect Capital and Winton among those profiting...
...I mean, I think there’s massive scope for the big index funds, be it Vanguard, whoever, to really, you know, engage thoroughly with these index providers and do a lot of governance work....
...Bitcoin also extended losses, falling 3.5 per cent for the day after hitting an all-time high earlier in March....
...When the Tokyo stock market closed on Wednesday afternoon, the sun was shining, a weekend of cherry blossoms lay in prospect and the once leaden-footed Topix index — the broad benchmark of corporate Japan...
...The broad rally, which swept up most of the companies in the FTSE, came as the dollar extended recent gains against the pound....
...Gains for energy and mining groups pushed European stock markets higher on Monday, as metals prices extended recent rallies....
...A sub-index of SOEs with minority listings in Hong Kong has outperformed the city’s benchmark index by 40 per cent since the start of 2021, although it is flat in absolute terms amid an extended stock market...
...The size of purchases sucked liquidity from the market, and rise in the large cap market lifted the smaller stock index, leaving some funds on the end of heavy losses....
...So far the rethink on rates has done little to cool stock markets, with the S&P 500 index of blue-chip stocks up 7.4 per cent this year — helped by the strength of the US economy and excitement about the...
...vehicles such as exchange traded funds....
...Enter the relatively new CG UK Index-Linked Bond Fund with costs of 0.15 per cent — an actively managed fund close to the price of a passive fund....
...The index, which also includes lead, aluminium, tin and nickel, has risen sharply this month as investors grow more confident that an extended period of high global interest rates, intended to curb inflation...
...In theory, it is possible that passive funds’ dominance of the market might become so great that liquidity starts to suffer, since index funds only trade when they get new inflows or outflows....
...If sustained, this shift should aid the rest of the UK market as well. The AI boom in which chipmaker Nvidia added $1tn to its market value in the past six months has faltered....
...McKernan sought to set up an FDIC-run compliance programme for large index fund managers that say they are seeking to be “passive” investors in FDIC-supervised banks....
...Index shenanigans Given the subject, FTAV had a chat with Savina Rizova, co-chief investment officer and head of research at Dimensional Fund Advisors, as no one embraced the implications of Banz’s early...
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