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Best Low-Cost Index Funds in India – CAGR, Expense Ratio, & More

Trade Brains

An index fund is a type of mutual fund whose portfolio is constructed to match or track the components of a financial market index, such as the BSE Sensex or the NSE Nifty 50. It provides broad market exposure, low operating expenses, and low portfolio turnover. It has an AUM (Assets Under Management of ₹ 644.34

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

Before you joined Global X, you were an investment banker at Jefferies, you advised on M&A and divestitures and capital raises. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds?

Clients 152
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Making More From Less

Brown Advisory

1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains.

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Government Debt and Stock Returns

ClearMoney

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. With that caveat aside, debt/GDP over 100% hasn’t necessarily been deleterious to equity markets. Palgrave Macmillan. 1: 415–448.

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Is $22 Trillion a Tipping Point?

ClearMoney

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. With that caveat aside, debt/GDP over 100% hasn’t necessarily been deleterious to equity markets. Investments involve risks.

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Managing Volatility | Weekly Market Commentary | July 18, 2022

James Hendries

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. But there are also positives.