Finance forum: 2.258 articles - 300.185 readings


Equity mutual funds lose the challenge to S&P 500 index funds

Posted on 20.05.2024

Some data from the US indicate that a large proportion of active mutual funds are failing to keep up with the performance of ETFs indexed to the S&P 500. SPIVA's results (S&P Indexed Vs. Active) Active funds are finding it increasingly difficult to beat passive funds, the ETFs. In ‘La Stampa’, Glauco Maggi reported the data of the SPIVA (S&P Indexed Vs. Assets) analysis. The result is that in 2023 only 40 per cent of active US equity funds managed to beat funds inde ...

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Silver, platinum and gold: precious metal prices set to surprise?

Posted on 17.05.2024

Among the asset classes that have experienced a bullish phase in recent months are precious metals such as gold, silver and platinum. Gold, silver and platinum: Saxo Bank's price forecasts It is a period of rising prices for three precious metals: gold, silver and platinum. In this regard, Sam Meredith (CNBC) reports on some predictions made by analysts at Saxo Bank: according to the Danish bank's experts, gold could soon test the $2,400 an ounce mark, silver reach $30 an ounce, and pl ...

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Dow Jones breaks through 40,000 points: but many other asset classes also rise

Posted on 17.05.2024

The Dow Jones index broke a new all-time high and broke a psychological threshold, but many other asset classes are also in a bullish phase. In general, markets, especially in the US, are characterised by prevailing optimism. But what are the prospects for the US economy in the coming months? An across-the-board bull phase In addition to having broken its own all-time record, the Dow Jones crossed the (psychological) 40,000-point threshold. And yet, as Gregory Zuckerman and Gunjan Banerji writ ...

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Supplementary pensions: investors' myopia and the role of advice

Posted on 16.05.2024

Saving for retirement is often seen as a forward-looking choice. However, the inclination of many savers is to postpone the decision or to be discouraged by difficulties in choosing a product that is right for them. In this sense, financial advice can play an important role. The inclination towards short-sightedness Experts dealing with supplementary pensions and retirement savings often agree that there is a lack of foresight on the part of savers. This happens because of a number of typical ...

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US inflation slowdown and market euphoria

Posted on 16.05.2024

Although slightly, US inflation slows down: general market rally and new records for the three major US stock market indices. US inflation data for April The latest data on US inflation show a slight slowdown: the Consumer Price Index rose by 3.4 % over the past twelve months, up from 3.5 % in March. The monthly figure shows a 0.3 % growth compared to the 0.4 % growth recorded in the previous two months. Gasoline and shelter prices accounted for 70 per cent of the total increase. Market rally ...

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High-Yield risky, but attracts investors with yields as high as 9%

Posted on 15.05.2024

When a financial product offers (at least, in the short term) moderately high returns, it is usually also characterised by moderately high risks: this is the case with high-yield bonds, which are now characterised by historically high returns and risks. Historically high yields and risks for high-yield bonds High-yield bonds are by definition bond products that offer higher returns than the average returns of their asset class. However, they also carry higher risks, namely the risk of seeing t ...

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Is it worth investing in an all-equity portfolio?

Posted on 15.05.2024

Building an investment portfolio often means allocating capital between different asset classes (shares, bonds, cash, etc.). However, it cannot be ruled out that an all-equity investment portfolio may in certain cases prove effective in achieving investment goals. Emergency fund and debt settlement Are there cases in which it may make sense to build a portfolio consisting entirely of equities? In Barron's, Mallika Mitra tries to answer this question. Mitra points out that each investor' ...

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TODAY’S MOST READ ARTICLES

20.05.2024 posted by WisdomTree

What's Hot: Supportive market outlook for corn and wheat in USDA’s first 2024/2025 forecasts

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