Mutual funds hold tens of trillions of dollars in wealth, and the people who run them invest according to a wide variety of styles and strategies.
Legal & General Investment Management is expanding its Climate Impact Pledge to assess 1,000 companies. The companies will be ranked using a traffic light system on their approach to climate change — these rankings will be made public. LGIM noted that 7 of the 10 largest improvements in scores since […]
Will Danoff, manager of the $US230 billion Fidelity Contrafund, told Bloomberg that there’s a “demographic issue” for mutual funds: Gen Z is not very interested in owning them. “We need to appeal to the Gen Z-ers and the younger generation as well,” Danoff said. Danoff also lamented selling a large […]
Stock-pickers trimmed overweight bets across nearly all sectors but piled further into communication-services companies in recent months, Bank of America said on Wednesday. The cutting-down of most outsized positions comes as managers prepare for the 2020 US presidential election to drive outsized market volatility, Savita Subramanian, head of US equity […]
Hedge fund positioning in healthcare stocks reached a record 10 percentage points overweight compared to the Russell 3000 index, Goldman Sachs said Friday. The rotation was primarily fuelled by soaring interest in biotech names. Recent weeks have seen investors pile into companies racing to introduce the first coronavirus treatment. Positioning […]
Fund managers have been flocking to a handful of large-cap stocks, leaving themselves vulnerable to a mass exodus and sharp selling, should any of the companies disappoint. A Monday UBS note details the 10 most “overweight” stocks in active funds around the world. The term describes stocks held in portfolios […]
UBS put together a list of the the most widely held – or “crowded” – stocks among active fund managers around the world. The list includes primarily technology, software, and financial services companies. Visits the Markets Insider homepage for more stories. Active fund managers around the globe are looking favourably […]
We recently interviewed five fund managers who received perfect ratings from Lipper for total return, consistent return, capital preservation, expense, and tax efficiency. They discussed their strategies, best stock picks of the moment, and advice for other investors looking to replicate their success. Stock-market investors are as diverse as the […]
The investing app Titan promises to provide a low-cost service that lets ordinary traders invest like a hedge-fund client. Titan requires users to deposit at least $US500 to gain access to its research and other functions, and charges a 1% annual advisory fee. After users open an account and deposit […]
LONDON -- One of Britain's most prominent fund...
Traders and fund managers have a tough time...
The next leg of the bull market could be fuelled...
Investors are signalling concerns about stocks.
Slightly more than the GDP of Morocco.