mutual funds
Coverage of mutual funds in the Nexus archive.
- There are six stocks that hedge funds and mutual funds are both overweight — and SpaceX is one
Six stocks are noted as being overweight by both hedge funds and mutual funds, with SpaceX being one of them. Despite SpaceX's high valuation at 93 times next year’s estimated earnings, it is considered an unusual choice to unite both short-term-focused hedge fund managers and long-term-oriented mutual fund managers.
- Active ETF, Model Portfolio Growth to Persist: Framsted
Holly Framsted, head of global product strategy and development at Capital Group, discussed ETF and mutual funds flows as well as model portfolio allocation shifts on 'Bloomberg ETF IQ'.
- Common customer ID for banks, insurers soon; mutual funds to follow
A common customer ID system called Central Know-Your-Customer 2.0 will soon be used by banks and insurers, with mutual funds and brokerages expected to adopt it later this year.
- Retirement savers may own SpaceX — or soon will — and not even know it
Investors who missed the SpaceX IPO may already have exposure to the stock through mutual funds, ETFs, or retirement accounts. Retirement savers might own SpaceX shares indirectly without realizing it.
- UK financial regulator moves to allow mutual funds 10% exposure to crypto ETNs
The UK financial regulator is proposing to allow mutual funds to have up to 10% exposure to crypto exchange-traded notes (ETNs). This regulatory change could expand investment options for mutual fund holders into the cryptocurrency market.
- Mainland China’s investors face new hurdles as Hong Kong brokers tighten rules
Shenzhen-based AI engineer Sihan Wang liquidated his Futu Securities account due to concerns over regulatory restrictions on overseas investments. He plans to shift capital to mainland-listed gold products and mutual funds, reflecting broader challenges for mainland investors amid Hong Kong brokers tightening rules.
- I’m setting up brokerage accounts for my grandkids in my daughter’s name. Is that wise — or am I asking for trouble?
An individual is establishing brokerage accounts for their grandchildren under their daughter's name, with investments in mutual funds tracking the S&P 500, small-cap stocks, and international equities. The article questions whether this approach is wise or risky.