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...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Likewise, the $174mn Amplify BlackSwan Growth & Treasury Core ETF (SWAN), which launched the same year, invests 90 per cent of its assets in Treasuries, with the remainder in S&P 500 call options, “seek[...
...(Zoomable version) Cboe’s Mandy Xu (previously head of equity derivatives strategy at Credit Suisse) also concedes that the growth in derivatives-based income funds has been “jaw-dropping”....
...They would pump in $1.8bn in debt to refinance maturing loans and fund working capital and the growth of new clubs, Equinox said in a press release on Friday....
...S&P didn’t include the full table for its fixed income categories due to some methodology changes, but noted that only 41 per cent of all bond funds managed to outperform last year — despite it being supposedly...
...Real estate is designed to generate income, farmland is designed to generate income. Jobs at the FT are designed to generate income. Lol. But, still, who cares?...
...Two managers of UK stock funds wrote to say I was not looking hard enough....
...Covered call ETFs generate income by writing and selling options on their underlying holdings — in JEPI’s case, large-cap stocks in the S&P 500....
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
...S&P found that, in five of the six equity fund categories and three out of four fixed income sectors, not a single fund manager managed to stay in the top quartile for each of the next four years....
...The Granolas’ share of the Stoxx Europe 600 index has climbed to 25 per cent, approaching the Magnificent Seven’s 28 per cent weighting in the S&P 500....
...Investors can be wary of listings that look to take money off the table, rather than raise funds for future growth....
...Investors have withdrawn about $1tn from mutual funds in that time. Fixed income is also a particular area of focus for JPMAM. Active management beats passive in fixed income, hands down, said Gatch....
...The chart below shows Nomura’s back of the envelope estimate of the combined growth in assets across select options-selling open-ended investment funds....
...With the seemingly perpetual growth of passive investing, the importance of index committees grows every day....
...The fund also holds Cairn Homes, the Irish housebuilder with a London listing, which trades on a p/e of 8.7 times, compared with US housebuilders such as Lennar, trading at nearly 11 times....
...But despite an end-of-year rally, L&G’s shares are down about 6 per cent over the past three years, against growth in the FTSE 100 of around 16 per cent....
...Indeed, net interest income is expected to be flat this year, says Jefferies....
...He’s not known for thinking small, but for Musk to propel Tesla’s next era of growth he will have to....
...The KBW Nasdaq Fintech index is up 31 per cent over the past year, compared with a return of 25 per cent for the broader S&P 500....
...the S&P 500 within another Isa held with Vanguard....
...S&P already holds a negative outlook on the country....
...Involvement by an activist fund, Mantle Ridge, helped force the appointment of a new CEO, Rick Dreiling, a year ago. He had success running rival Dollar General....
...As an asset class, growth is slower as a result”....
...In simple terms, these funds invest in the stocks of a mainstream index such as the S&P 500 and then deliver an additional steady call option “premium” income....
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