Tag #Investment Funds

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theglobeandmail.com

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Aug 20, 01:19

Trez Capital Halts Redemptions from Five Funds Amidst Loan Issues

Trez Capital, a Canadian commercial mortgage firm managing over \$5.3 billion in assets, temporarily halted redemptions from five funds due to high redemption requests, loan obligations, and defaults, impacting investors while monthly distributions continue; this follows similar actions by other fir...

Trez Capital Halts Redemptions from Five Funds Amidst Loan Issues

Trez Capital, a Canadian commercial mortgage firm managing over \$5.3 billion in assets, temporarily halted redemptions from five funds due to high redemption requests, loan obligations, and defaults, impacting investors while monthly distributions continue; this follows similar actions by other fir...

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What broader market trends or factors contributed to Trez Capital's decision to halt redemptions?

This action by Trez Capital reflects a broader trend in the private commercial real estate market, with other firms like KingSett Capital and Hazelview Investments also recently halting redemptions. The suspension is a response to challenges in meeting investor liquidity demands amidst loan defaults and renegotiations. Trez manages over \$5.3 billion in assets.

elmundo.es

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Aug 15, 04:14

Spanish Investors Shift to Financial Funds Amidst Stock Market Surge

During the first quarter of 2025, Spanish financial investment funds (IICs) experienced an 11.63% surge in assets under management (€437.93 billion), while real estate IICs saw a 19.18% decrease (€1.05 billion), driven by stock market gains (IBEX 35 up 29%), investor preference for diversification, ...

Spanish Investors Shift to Financial Funds Amidst Stock Market Surge

During the first quarter of 2025, Spanish financial investment funds (IICs) experienced an 11.63% surge in assets under management (€437.93 billion), while real estate IICs saw a 19.18% decrease (€1.05 billion), driven by stock market gains (IBEX 35 up 29%), investor preference for diversification, ...

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How do regulatory pressures and interest rate changes affect the appeal of real estate investment funds in Spain, contributing to the observed capital outflow?

The influx into financial IICs is linked to the recent strong performance of the Spanish stock market (IBEX 35 up 29% YTD), reaching levels not seen since 2007. This increase, coupled with a rise in participants to 17,267,705, highlights a preference for higher-return, more liquid assets compared to less liquid real estate investments impacted by regulatory pressures and rising interest rates.

nrc.nl

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Jul 4, 19:15

Dutch Government Merges Investment Funds to Create 'Invest-NL 2.0' with Enhanced Capital Raising Options

The Netherlands' demissionary cabinet will merge investment funds Invest-NL and Invest International into 'Invest-NL 2.0' by 2028, increasing their financial capabilities by potentially allowing them to raise capital from markets, starting with increased collaboration in 2024 and an additional 250 m...

Dutch Government Merges Investment Funds to Create 'Invest-NL 2.0' with Enhanced Capital Raising Options

The Netherlands' demissionary cabinet will merge investment funds Invest-NL and Invest International into 'Invest-NL 2.0' by 2028, increasing their financial capabilities by potentially allowing them to raise capital from markets, starting with increased collaboration in 2024 and an additional 250 m...

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What are the broader economic and political factors driving this merger, and what are its potential consequences for Dutch businesses?

The merger aims to increase venture capital investments in startups and high-growth companies. Traditional banks often deem such investments too risky. This initiative follows the Draghi report's recommendations for increased government investment in businesses and mirrors similar national promotional banks in other countries.

elpais.com

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Jun 7, 07:10

Barcelona's Artisan Bakeries Battle Investment-Backed Chains

Artisan bakeries in Barcelona face increasing competition from large chains backed by investment funds, impacting employment, generational succession, and licensing regulations, forcing adaptation and innovation in a changing market.

Barcelona's Artisan Bakeries Battle Investment-Backed Chains

Artisan bakeries in Barcelona face increasing competition from large chains backed by investment funds, impacting employment, generational succession, and licensing regulations, forcing adaptation and innovation in a changing market.

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What is the impact of large investment-backed bakery chains on traditional artisan bakeries in Barcelona?

Artisan bakeries in Barcelona are facing increasing competition from larger chains backed by investment funds, leading to concerns about the future of traditional baking and the potential displacement of smaller businesses. These chains, such as Vivari and 365, operate a combined 201 establishments.

forbes.com

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May 28, 04:10

Six Top Fixed-Income ETFs for Diversified Portfolios

Six fixed-income ETFs—SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB), VanEck IG Floating Rate ETF (FLTR), iShares 3-7 Year Treasury Bond ETF (IEI), Janus Henderson AAA CLO ETF (JAAA), Eaton Vance Short Duration Income ETF (EVSD), and iShares CMBS ETF (CMBS)—are recommended for diversific...

Six Top Fixed-Income ETFs for Diversified Portfolios

Six fixed-income ETFs—SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB), VanEck IG Floating Rate ETF (FLTR), iShares 3-7 Year Treasury Bond ETF (IEI), Janus Henderson AAA CLO ETF (JAAA), Eaton Vance Short Duration Income ETF (EVSD), and iShares CMBS ETF (CMBS)—are recommended for diversific...

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How do the different asset classes represented in these ETFs (e.g., corporate bonds, floating-rate notes, CLOs) contribute to overall portfolio risk and return profiles?

The selection criteria emphasize risk-adjusted returns and accessibility. The inclusion of ETFs with diverse holdings, such as the SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) with nearly 5,000 debt securities and the VanEck IG Floating Rate ETF (FLTR) with international exposure, aim to enhance portfolio diversification and stability. This strategy contrasts with potentially higher-risk, single-security investments.

theglobeandmail.com

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May 2, 13:18

Canadian ETF Association Urges Shift to Domestic Investments

Canadians invest roughly one-third of their ETF holdings, approximately $233 billion, in U.S.-listed funds despite a robust Canadian ETF market offering $535 billion in domestically listed ETFs; the Canadian ETF Association advocates for shifting investment to support domestic jobs and avoid potenti...

Canadian ETF Association Urges Shift to Domestic Investments

Canadians invest roughly one-third of their ETF holdings, approximately $233 billion, in U.S.-listed funds despite a robust Canadian ETF market offering $535 billion in domestically listed ETFs; the Canadian ETF Association advocates for shifting investment to support domestic jobs and avoid potenti...

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What are the key economic implications of Canadians investing a significant portion of their ETF funds in U.S.-listed ETFs?

Canadians hold approximately $233 billion in US-listed ETFs, while $535 billion is invested in Canadian ETFs. This represents roughly one-third of Canadian ETF investments going to US funds, despite Canada's robust domestic ETF market. The Canadian ETF Association is advocating for increased domestic investment to support the Canadian economy and avoid potential tax complications.

forbes.com

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Aug 16, 19:16

European Market Overvaluation: A Shift from "Buy Europe" to "Buy America

Disappointing European corporate earnings, contrasting with strong US Q2 results (particularly in communication services), signal a potential market correction in Europe, prompting a shift in investor preference from European to American assets; three funds with European exposure (abrdn Global Infra...

European Market Overvaluation: A Shift from "Buy Europe" to "Buy America

Disappointing European corporate earnings, contrasting with strong US Q2 results (particularly in communication services), signal a potential market correction in Europe, prompting a shift in investor preference from European to American assets; three funds with European exposure (abrdn Global Infra...

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What are the key factors driving the shift in investor sentiment from European to American markets, and what are the immediate implications for investors holding European assets?

Recent market trends show a shift from "buy Europe" to "buy America", despite European markets currently outperforming US markets. This is primarily due to disappointing European corporate earnings, contrasting sharply with strong US Q2 earnings growth, particularly in the communication services sector.

t24.com.tr

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Jul 21, 13:15

Turkish Mining Decision Links Olive Groves to US Arms Manufacturers via Global Finance

A Turkish parliamentary decision to allow mining in olive groves has linked Turkish mining companies Ariana Resources and Zenit Madencilik to US gold mining giant Newmont Corporation, highlighting the involvement of global finance giants like BlackRock, Vanguard, and State Street, who also hold majo...

Turkish Mining Decision Links Olive Groves to US Arms Manufacturers via Global Finance

A Turkish parliamentary decision to allow mining in olive groves has linked Turkish mining companies Ariana Resources and Zenit Madencilik to US gold mining giant Newmont Corporation, highlighting the involvement of global finance giants like BlackRock, Vanguard, and State Street, who also hold majo...

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Responsible Consumption and Production

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How do the financial interests of global investment firms like BlackRock, Vanguard, and State Street connect the Turkish mining operations with US arms manufacturers?

Zengin points out that Newmont's 4% stake in Ariana Resources, a company with projects in geopolitically sensitive regions like Kosovo, Cyprus, and Zimbabwe, suggests a strategic interest beyond simple investment. This interconnected network, involving mining companies and arms manufacturers, underscores the convergence of interests between seemingly disparate sectors.

elpais.com

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Jul 1, 16:15

Madrid Tenants Sue Investment Fund for Harassment

Residents of Tribulete 7 building in Madrid's Lavapiés are collectively suing Elix Rental Housing for harassment, including disruptive renovations causing damage and distress, marking a first-of-its-kind case in Spain against an investment fund.

Madrid Tenants Sue Investment Fund for Harassment

Residents of Tribulete 7 building in Madrid's Lavapiés are collectively suing Elix Rental Housing for harassment, including disruptive renovations causing damage and distress, marking a first-of-its-kind case in Spain against an investment fund.

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What are the immediate consequences of this legal action for both the tenants and Elix Rental Housing?

Neighbors in Madrid's Lavapiés district are collectively suing Elix Rental Housing for alleged harassment, marking the first such case against an investment fund in Spain. The lawsuit follows months of disruptive renovations, including incidents like a ceiling collapse, leading to significant distress and damage. The legal action seeks to hold the investment fund accountable for its actions.

elpais.com

🌐 65% Global Worthiness

Jun 5, 01:10

Primavera Sound's Rehearsal Day: Gaza Simulation, Star Power, and Investment Concerns

Thousands attended Primavera Sound's free rehearsal day featuring a Gaza bombing sound tunnel, showcasing headliners Charli XCX and Lorde, and raising questions about investment fund involvement in the festival.

Primavera Sound's Rehearsal Day: Gaza Simulation, Star Power, and Investment Concerns

Thousands attended Primavera Sound's free rehearsal day featuring a Gaza bombing sound tunnel, showcasing headliners Charli XCX and Lorde, and raising questions about investment fund involvement in the festival.

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Peace, Justice, and Strong Institutions

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What were the immediate effects of holding a free rehearsal day at Primavera Sound, considering both attendance and the impact of the Gaza bombing simulation?

The Primavera Sound festival held a free rehearsal day, attracting thousands despite the absence of the full festival setup. A notable installation was a tunnel simulating the sounds of a Gaza bombing, offering a conceptual experience of war's horror. The event then transitioned into the usual festival atmosphere.

elpais.com

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May 22, 16:14

Valencia's Housing Crisis Deepens Amidst 587 Apartment Purchase Refusals

Valencia's local government, led by Mayor María José Catalá, rejected the purchase of 587 apartments in two years, doubling its public housing stock, prompting criticism from Compromís, who cited 10 missed opportunities and highlighted a recent case of 134 apartments in La Torre neighborhood.

Valencia's Housing Crisis Deepens Amidst 587 Apartment Purchase Refusals

Valencia's local government, led by Mayor María José Catalá, rejected the purchase of 587 apartments in two years, doubling its public housing stock, prompting criticism from Compromís, who cited 10 missed opportunities and highlighted a recent case of 134 apartments in La Torre neighborhood.

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No Poverty

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What is the immediate impact of Valencia's local government's refusal to purchase 587 affordable housing units?

Valencia's local government has refused to purchase 587 apartments over the past two years, foregoing the opportunity to double its public housing stock, currently at 600 units. This was denounced by Compromís spokesperson Papi Robles, who highlighted 10 missed opportunities to acquire properties via preemptive purchase rights.

elmundo.es

🌐 65% Global Worthiness

Apr 21, 16:13

Spanish Investment Funds Underperform Market Benchmarks Since 2009

A IESE study reveals that only 20% of Spanish investment funds beat the IBEX 35 and government bonds from 2009-2024; the top fund returned 808%, while the worst lost 82%, highlighting the challenges of fund management and the importance of careful selection.

Spanish Investment Funds Underperform Market Benchmarks Since 2009

A IESE study reveals that only 20% of Spanish investment funds beat the IBEX 35 and government bonds from 2009-2024; the top fund returned 808%, while the worst lost 82%, highlighting the challenges of fund management and the importance of careful selection.

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What percentage of Spanish investment funds outperformed major market indices and government bonds since the 2009 financial crisis?

Only 20% of investment funds in Spain outperformed the IBEX 35 and public debt since the 2009 financial crisis. The average fund return was 2.91%, lagging behind government bonds (4.3%), the IBEX 35 (4.35%), the EuroStoxx (7.17%), and the S&P 500 (13.9%).

Showing 1 to 12 of 20 results