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...This way, the portfolio weighting reflects how consensus an idea is. The portfolio is rebalanced monthly, and ratings are from monthly IBES consensus data....
...CAPM relies on a very abstract notion of “market portfolio” and does not fit the market data....
...But more important is actual money appearing in your account every month. And besides, everyone’s exposure to rising prices is different....
...Start with the actual dry powder stockpile: $4tn is indeed a lot of money....
...The biggest reason is that banks and investors hold global portfolios, so rising asset values “across their portfolios [could] have a greater easing impact than cuts in any single jurisdiction”....
...Now that exchange traded funds holding actual bitcoin — rather than futures contracts — have finally been given the go-ahead, a new process has begun: winning over the due diligence experts used by client-facing...
...In typical severe selloffs, most funds’ investors are likely to lose less money than outright equity investors would, and their portfolio managers are not likely to make major changes to portfolio structure...
...For want of actual market moves to write about, today we look at one popular bull argument for later this year: the great rotation out of cash....
...“There is only so much room in a portfolio. The alternatives bucket now has more competition,” he said....
...With that out of the way, let’s return to the actual report. It’s written by Sparkline Capital’s Kai Wu....
...It is not difficult to envisage a world where Gen AI engines are an integral part of all the higher-skill tasks of asset allocation, model portfolios, security selection and risk mitigation....
...This is because shareholders expect banks to earn significantly more on their assets than they pay out on their liabilities, to cushion shareholders from actual, realised losses....
...And this year, do we have the stuff in the portfolio that wins a stock picking contest? Like, I wouldn’t mind owning this portfolio in my actual portfolio....
...Presumably, the fixed rate nature of private Bs/CCCs also means that the pain of higher rates is less here than it is for actual private credit loans....
...In lieu of concrete metrics, Newport says, people use “visible activity as a crude proxy for actual productivity....
...What about the actual growth?...
...But those charge-offs — the actual losses on commercial and multi-family real estate loans — are not a good sign for the industry....
...The study collates total climate investment needs and actual spending in member states across buildings, transport and energy — the main sectors of focus for efforts to cut emissions....
...The data has the advantage of being actual, rather than representative; close to real time; and devoid of survivorship bias....
...And coal was still responsible for about 60 per cent of the country’s actual generated electricity in 2023....
...That stands for Government Pension Fund Global, the name of the actual fund (often just called “the oil fund” in Norway, or Oljefondet)....
...Private equity groups have been increasingly using margin loans and net asset value financing — secured against shares in their listed companies or their asset portfolios — to boost returns and fund distributions...
...She’s talking about the 60/40 portfolio, which is where you put 60 per cent of your portfolio in stocks, 40 per cent in bonds....
...But the actual pricing shows significant room for disagreement....
...The actual effort involved in consulting with shareholders after such a vote is, say advisers, often pretty minimal....
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