HSBC: We need to re-examine the active vs passive debate
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
It provides a more concentrated alternative to the S&P 500
EFG Asset Management CIO discusses concentration risk and the US equity market in election year
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
All major asset classes suffered a second consecutive month of net withdrawals
Net inflows to North American funds were higher over the last four months than in the previous nine years combined
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
The divestment took a substantial portion of the fund’s assets, making it ‘no longer commercially viable’
Global equity, US equity, and high yield bond strategies to be run by Calvert Research and Management
The firm is blending several of its existing strategies to create three new funds investing in US equities
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
Firm reveals asset allocation changes in latest review