Get us started with a snapshot. You mentioned the fed and rates. This is a big deal, it has had a big effect on etf flows. We have seen what has gone on the bottom side of things, but it has also affected etf flows , in particular sectors. You would think tech would be number one, that it is real estate. Rates yield is 5 , 6 , so the thirst for yield has pushed money into interesting places. Our etf taking over the world . If you look at the sectors, it is way more owned by passive than other sectors. 25 of real estate etfs are owned by passive funds, very high. If we look at which stocks in this area, we see a company like anger, which is 46 owned by passive funds. Some of the stocks are like a canary in the coal mines. Rates continue to stay low, some will be majority owned by passive funds. And if rates rise, look out. Scarlet just a matter of time. Lets bring in the chief Investment Officer of caruso investment. He has a decade of experience in etf investment. Great to speak with y
We have to extremely dignified speakers and colleagues of mine on the podium today. They smiled but they know they are. Housing to ritchie first on my immediate right is a professor at the in warsaw poland. My has written widely on should all of the world. Her two books are absolutely fantastic. The two that i have read. Spouse metropolis, a history of berlin. I cant recommend that highly enough. And warsaw, 1944. Hibbler, himmler and the warsaw uprising. Alex is a member of the president ial Council Advisory board to spend to good advice to the using them for a while. We are truly lucky to have her. Alexs right. Conrad. He spent 26 years in active military service. Ofn including nine years hard duty as a professor of history at United States military academy. I say that with a smile having visited as a professor when youre. Faculty at United States military academy puts themselves on a list to open the building at 6 00 a. M. In the morning. Which is something that he tried in a academ
We have to extremely dignified speakers and colleagues of mine on the podium today. They smiled but they know they are. Housing to ritchie first on my immediate right is a professor at the in warsaw poland. My has written widely on should all of the world. Her two books are absolutely fantastic. The two that i have read. Spouse metropolis, a history of berlin. I cant recommend that highly enough. And warsaw, 1944. Hibbler, himmler and the warsaw uprising. Alex is a member of the president ial Council Advisory board to spend to good advice to the using them for a while. We are truly lucky to have her. Alexs right. Conrad. He spent 26 years in active military service. Ofn including nine years hard duty as a professor of history at United States military academy. I say that with a smile having visited as a professor when youre. Faculty at United States military academy puts themselves on a list to open the building at 6 00 a. M. In the morning. Which is something that he tried in a academ
Fiduciary Management Inc. WI lessened its holdings in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,315,016 shares of the conglomerate’s stock after selling 23,690 shares during the quarter. Carlisle Companies comprises approximately 3.8% of Fiduciary […]