Page 3 - Peter Sleep News Today

The US bond rally eases pressure on hedging funds in new markets U.S. bond yields and the weakening dollar have helped drive the recovery of emerging hedge funds in the market, including $ 12 billion in assets by Pharo Management, after a tough start to the year. Emerging market funds gained 1.9 percent last month, according to the Eurekahedge data group, ahead of a 1.1 percent gain among hedge funds. This leaves 5.4% this year, behind the average earnings of hedge funds of almost 8%. Emerging ...

The advantages of thematic ETFs Companies A column by Hector McNeil, co-founder and co-CEO of HANetf Peter Sleep, who for full disclosure, has been a client and a friend for many years, wrote a recent article entitled “ The problems with thematic ETFs” published on Proactive on 10 May 2021. I thought it would be fun to provide a gentle rebuttal and a counter-narrative. For context, I am co-CEO of HANetf and we are one of the leading providers of thematic ETFs in Europe so you could argue w...

Source: Liontrust AJ Bell head of active portfolios Ryan Hughes believes the “degrees of success with these changes is much more to do with the strength of the investment performance which is where the reputation of any asset manager lives and dies”. “In the asset management world, what you are called and what the logo looks like really doesn’t matter, whereas the quality of the investment teams, the underpinning investment philosophy and the strength of the process and governance do,�...

Neil Woodford touts for institutional investors with details of eight-stock biotech portfolio Document fishing for interest also lists a WCM Partners Healthcare (GP) Ltd at an address in the Cayman Islands Neil Woodford’s new venture will invest in a portfolio of eight biotech stocks, detailed in a document sent to prospective investors that lists an address in the Cayman Islands. It comes weeks after the regulator in Jersey said it would not be used as a “back door” for the fallen manage...

Active funds under pressure to perform as IA adds 530 ETFs across sectors Stock pickers will feel the heat as adding ETFs is likely to improve average performance across sectors More than 530 ETFs are being added to the Investment Association’s (IA) sectors from 19 April in a move fund buyers think ramps up pressure on active funds to improve performance. ETFs from 11 providers, including Amundi, Blackrock, Fidelity International, First Trust, Franklin Templeton, HSBC Asset Management, JP Mor...

Philip Rodrigs also left with a cloud over his head, though the circumstances surrounding his departure were very different from Barnett with River and Mercantile sacking him over an alleged conduct issue, which he has disputed.  His boutique Raynar Portfolio Management opened its doors in February 2020, as the pandemic was ramping up and a year later had amassed £75m in assets under management.  Easier for big name managers to stage comeback at boutiques Fund buyers reckon it wi...

Amundi-Lyxor deal unlikely to rattle iShares’ European ETF dominance ‘Merger will create a new number two ETF provider in Europe but combined entity will still be only 30% of the size of iShares’ Amundi’s acquisition of Lyxor could prove a “pivotal moment of consolidation” in the European ETF market, with the asset manager effectively doubling its share of the market, but it is unlikely to knock Blackrock’s iShares off its pedestal. On Wednesday the Paris-based fund house revealed...

New hydrogen economy ETF launches – too late to back this theme? Share on: The risk is that investors will gain exposure to companies that now trade at unsustainable valuations. Alternative energy exchange-traded funds (ETFs) are all the rage right now. Most notably, the iShares Global Clean Energy ETF (LSE: INRG) has seen a surge of inflows, topped the most-bought ETF list on interactive investor and provided investors with roughly 100% returns over the past year. One of the most interesti...

A market recovery is underway and there is optimism amongst investors that stock markets should do well. However, Tom Sparke of GDIM, a wealth manager, said oil majors would come under pressure. The oil price has tanked this year as planes have been grounded and manufacturing shut down during the pandemic. Any short-term rally seems likely could be muted by the rise in electric vehicles and other green initiatives, which will contribute to lower demand than before the pandemic, he said. Wha...