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...“ETFs have held up better, while seeing lower initial flows,” Williams said....
...Jose Garcia Zarate, associate director of passive strategies at Morningstar, said Ireland had always been a “powerhouse” as a fund domicile....
...FT subscribers knew that already, after yesterday’s scoop with all the details by Aime Williams and other colleagues....
...Monetary policy: New York Federal Reserve president John Williams will speak about the 2024 economic outlook in the New York City suburb of White Plains....
...Morningstar data shows that her fund has ended up at either the very top or the very bottom of its peer group in each of the past four years....
...This was William Sharpe, the Nobel-winning economist, back in 1991 when index-investing was a decidedly niche pursuit. “The proof”, he added with a flourish, “is embarrassingly simple.”...
...The NY Fed’s John Williams makes a lot of tortuous Star Wars references in a speech about inflation (NYFRB) — Particles that remember their past (Quanta) — Robin Brooks thread on how Italian exports to...
...the investment group’s broader empire, which has historically been dominated by traditional, stockpicking mutual fund managers such as Gerald Tsai in the 1960s, Peter Lynch in the 1980s and more recently William...
...Here is a 2021 paper by Gajanan Ganji of the University of Chicago, Arati Kale of Providence College and Devendra Kale of the University of Rhode Island that looked at Morningstar’s data for US funds and...
...(Morningstar) — A review of Perry Mehrling’s biography of Charles Kindleberger. (Phenomenal World)...
...Ralph Williams, associate director of Europe, the Middle East and Africa insights at Broadridge, said positive ETF flows stemmed from a reaction to this year’s market turmoil, the market performance of commodities...
...An analysis by Morningstar Direct for this column has the results: the most popular bank held by sustainable funds is BNP Paribas, followed by ING, Intesa Sanpaolo, JPMorgan Chase and Société Générale....
...“ETFs with large inflows predictably earn lower future returns than ETFs with large outflows,” said Shaun William Davies, one of the authors....
...Dan Baker, senior equity analyst at Morningstar, said that China Mobile did not need the money from a secondary listing, but that listing in China was an “obvious choice” given the controversy over the stock...
...The vegan 39-year-old Clark Kent lookalike cuts a very different figure from his rival Elon Musk, writes William D Cohan....
...But Michael Wu, senior equity analyst at Morningstar Asia, said the city’s property developers had been sold down too hard by investors concerned about Beijing’s broad common prosperity clampdown in recent...
...“Let’s be honest, I don’t think this is a deal that Telstra would have done on its own,” said Brian Han, an analyst at Morningstar....
...In a note on Tuesday, Cheng Wee Tan, senior equity analyst at Morningstar, called the new property tax “untimely”, adding that the sector was already facing “heavy policy headwinds”....
...Fewer than half of all active funds outperformed passive indexed-based funds such as the S&P 500 stock index for the year to June 2021, according to data from Morningstar Direct....
...Smith’s flagship £26.1bn Fundsmith Equity Fund has tumbled around 15 per cent since the start of the year, according to Morningstar data....
...Another 0.24 per cent of the fund’s assets were in Jaws Spitfire Acquisition Corp, a Spac backed by Serena Williams that last month agreed to take 3D printer Velo3D public....
...Seattle-based Russell brought in Michelle Seitz as chief executive two years ago from the much smaller William Blair Investment Management. She has since focused on controlling costs....
...A sudden, unexpected inflationary shock would be especially harmful,” said Ben Johnson, director of global ETFs and passive strategies research at Morningstar....
...“Assets in sustainable funds rebounded by 25 per cent in the second quarter and reached an all-time high of $1.06tn at the end of June,” Morningstar wrote in a new research report....
...The most interesting response we received was from Jon Hale, global head of sustainability research at Morningstar (whose work was called out in the paper)....
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