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Finra proposal would allow performance projections in marketing to wealthy and institutional investors
After explosive beginning, these types of funds may be relegated
Legendary bear says interest in fundamental stockpicking has waned
But my portfolio’s tax-free gains beat working for a living
Drawdowners can cut their liability with careful planning
So-called super funds deliver better returns for retirees
Investment chief at £38bn foundation says ‘tourist capital’ that flowed into sector could face losses
Boston-based firm that created the mutual fund embraces fast-rising rival fund structure
Fund managers turn to new data sources to woo clients as flows into equity funds dry up
Vanguard’s patent on the ability to offer ETF share classes of mutual funds expired in May
Once a highly successful vehicle for income investors, the sector has suffered as inflation took hold
US Treasury exchange traded funds draw nearly $30bn of inflows in September
Assets in Europe-domiciled passively managed funds grew threefold to €2.8tn between June 2014 and June 2023
Sector is a big investor in renewable energy, where discounts have widened to 25 per cent
Select a strongly performing manager with skin in the game
Trusts can keep back reserves to cover dividends in difficult years
With $10bn in active ETFs in Europe the lender is already the continent’s largest provider of the products
Ensuring valuations are detailed, conservative and fully independent is a lesson to be learnt
Plus, Goldman’s big growth bet, private equity’s reckoning, and Vincent van Gogh’s final weeks
US Federal Reserve forecasts suggesting ‘higher for longer’ interest rates have caused bond yields to soar — and bondholders to sell. Borrowers on floating rates are also feeling pain. But money market funds and catastrophe bonds still have fans
Move by S&P Dow Jones Indices highlights risks of swap-based contracts, especially in frontier markets
London-based boutique Newton seeking seed capital to enter strategy dominated by Citadel and Millennium
Markets appear inefficient enough to justify large investors’ use of them
Record outflow of £544mn from responsible investment funds in September
Active ETFs in Europe pull in €9.3bn since the start of last year, following strong growth in the US
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