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...BlackRock said in a statement that “since the underlying securities in DYNF are large-cap US equities, and some of the most liquid stocks in the market, liquidity was not a challenge when the fund was added...
...She noted that more than $200bn in flows went to US-focused index equity ETFs with expenses ratios in the lowest quartile in 2023....
...Actually, it is another fund: the iShares MSCI China A ETF. Golly, I had no idea. So what’s in that then?...
...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....
...He said Nutmeg was forecasting a soft landing for the US economy, and recommended the iShares S&P 500 UCITs ETF (CSPX) for UK-based investors looking at US large caps, and the JPMorgan BetaBuilders US Small...
...“Conventional wisdom says that ETFs are best suited for index-like strategies with low active share,” said Bryan Armour, director of passive strategies research for North America at Morningstar....
...Despite the big private equity funds of megashops such as Blackstone dominating headlines, leveraged buyouts are still mostly a small- and mid-cap phenomenon. That’s where private equity likes to play....
...“We keep Chinese stocks out of index funds because those funds do no research into the risks these companies pose,” he added....
...Buying a UK index fund might be an efficient way to bet that mid-sized international value stocks are due for a comeback. Still, the question of a unique UK discount is intriguing....
...Wall Street’s blue-chip S&P 500 index captured its highest share of global equity exchange traded fund flows for at least a decade last year, as the rise of the so-called Magnificent Seven reshaped benchmarks...
...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...
...Financials account for 27 per cent of his fund’s weighting (“it’s the best value part of the UK index”) but he stresses that businesses listed in the UK have varying degrees of exposure to the domestic economy...
...So why is UK-focused Ithaca Energy considering doubling down on the North Sea through a deal with Italy’s Eni? Read it here....
...Yet Vanguard’s popular LifeStrategy funds range (which also feature within my own Isa) have an inbuilt bias towards the UK, which accounts for 25 per cent of the equity component....
...“We want to invest behind global brands that have the predictability and the durability and resiliency and the dynamics that are commonplace in North American sports assets,” he added....
...The richest 400 people in the US also saw their wealth jump significantly higher than inflation in 2023, with the average net worth of the Forbes 400 wealthiest Americans up 13 per cent, to $11.3bn, year...
...In the 10 years to the end of June 2023, 77 per cent of actively-managed sterling-denominated UK equity funds had failed to beat the index and 95 per cent of global equity funds had done the same....
...of North American securities with the various liquidity tools already at their disposal.”...
...UK investors sold down around £12bn of London-listed equities in 2023....
...There are dozens of these funds in the US but at the moment only one in the UK, again from Global X, called the S&P 500 Annual Buffer UCITS ETF (ticker SPAB)....
...(Ethan Wu) The UK equity discount, redux Yesterday I wrote about the UK equity discount and whether it really exists....
...Funds that equal weight the S&P 500 index — buying the same amount of every stock irrespective of its size — saw record inflows last year, even though this approach hit investors in the pocket as the tech...
...The iShares Core UK Gilts ETF, which tracks the FTSE Actuaries UK Conventional Gilts All Stocks Index, is down 1.6 per cent since the start of the year in total return terms, net of interest paid....
...Even the UK’s FTSE 100 is edging to its own record high, with all the grace of Mr Bean on ice skates, in a force 10 gale, carrying two bowls of custard, in the dark....
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