Tag #Investment Funds

Showing 13 to 20 of 20 results

elpais.com

🌐 85% Global Worthiness

Apr 16, 10:08

UN Intervention Highlights Spain's Housing Crisis

Richard Rodríguez, a former Madrid city employee, and his family have occupied a foreclosed apartment since 2008, facing repeated evictions despite UN intervention; this case highlights Spain's housing crisis, marked by high evictions, insufficient public housing, and the influence of investment fun...

UN Intervention Highlights Spain's Housing Crisis

Richard Rodríguez, a former Madrid city employee, and his family have occupied a foreclosed apartment since 2008, facing repeated evictions despite UN intervention; this case highlights Spain's housing crisis, marked by high evictions, insufficient public housing, and the influence of investment fun...

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40% Bias Score

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No Poverty

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What immediate impact has the lack of affordable housing had on the Rodríguez family and similar families in Spain?

Richard Rodríguez, a 52-year-old former intercultural mediator, lost his job, home, and stability due to the 2008 crisis. He and his family have occupied a vacant BBVA-owned apartment since then, facing multiple eviction orders. Despite their efforts to secure social housing or buy the property, they received no response from the current owner, Cerberus, a vulture fund.

theglobeandmail.com

🌐 75% Global Worthiness

Mar 24, 19:14

Purpose Unlimited Acquires Steadyhand, Adds $1.3 Billion in Assets

Purpose Unlimited Inc. is acquiring Vancouver-based Steadyhand Investment Management Ltd. for an undisclosed sum, adding $1.3 billion in assets and expanding Purpose's assets under management to over $30 billion; the deal is expected to close in the second quarter.

Purpose Unlimited Acquires Steadyhand, Adds $1.3 Billion in Assets

Purpose Unlimited Inc. is acquiring Vancouver-based Steadyhand Investment Management Ltd. for an undisclosed sum, adding $1.3 billion in assets and expanding Purpose's assets under management to over $30 billion; the deal is expected to close in the second quarter.

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48% Bias Score

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Decent Work and Economic Growth

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How will this acquisition impact Steadyhand's clients and its approach to investment management?

This acquisition is a strategic move by Purpose, aligning with Seif's five-year vision to reach $100 billion in assets. Steadyhand brings a licensed mutual fund dealer, a mass affluent client base, and a retail investment operation that Purpose can expand. The acquisition also provides Steadyhand with the capital to enhance digital capabilities.

cincodias.elpais.com

🌐 75% Global Worthiness

Mar 19, 10:16

Azvalor's Stunning Returns Highlight Vast Differences in Spanish Fund Manager Performance

A VDOS study reveals Azvalor Asset Management's 101.88% return over five years, contrasting sharply with Metagestión's 6.2% loss; performance varies significantly based on fund specialization and investment strategy.

Azvalor's Stunning Returns Highlight Vast Differences in Spanish Fund Manager Performance

A VDOS study reveals Azvalor Asset Management's 101.88% return over five years, contrasting sharply with Metagestión's 6.2% loss; performance varies significantly based on fund specialization and investment strategy.

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52% Bias Score

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Reduced Inequality

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How does the composition of investment portfolios (e.g., equity vs. bond funds) affect the overall returns of different fund management firms?

The VDOS study reveals a strong correlation between fund manager specialization and performance. Firms focused on equity funds, such as Azvalor, Horos AM, and Cobas AM, significantly outperformed those with a higher proportion of bond investments, particularly bank-affiliated fund managers. This suggests that investment strategy plays a crucial role in overall returns.

cincodias.elpais.com

🌐 75% Global Worthiness

Feb 26, 13:09

Shift in Spanish Savings: From Deposits to Investment Funds

Due to low interest rates set by the European Central Bank, Spanish savers are moving their money from bank deposits to investment funds; in 2024, deposits accounted for 70% of savings, while investment funds reached 30%, marking a significant shift from the previous year.

Shift in Spanish Savings: From Deposits to Investment Funds

Due to low interest rates set by the European Central Bank, Spanish savers are moving their money from bank deposits to investment funds; in 2024, deposits accounted for 70% of savings, while investment funds reached 30%, marking a significant shift from the previous year.

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48% Bias Score

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Reduced Inequality

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What is the primary factor driving the shift of Spanish savings from bank deposits to investment funds?

Spanish savers have shifted their savings from bank accounts to investment funds, with fund assets growing 15.1% while deposits increased only 3.4% in the last year. This reflects lower deposit interest rates due to European Central Bank monetary policy, causing a search for better returns. The shift is notable given Spaniards' traditionally conservative investment profiles.

kathimerini.gr

🌐 85% Global Worthiness

Mar 31, 19:14

Barcelona Housing Crisis: Evictions Rise as Investment Funds Buy Buildings

In Barcelona, Margarita Aguilar, a long-term resident, faces eviction as a Dutch fund buys her building for short-term rentals, illustrating Spain's severe housing crisis where rising prices outpace wages and affordable housing diminishes, affecting millions.

Barcelona Housing Crisis: Evictions Rise as Investment Funds Buy Buildings

In Barcelona, Margarita Aguilar, a long-term resident, faces eviction as a Dutch fund buys her building for short-term rentals, illustrating Spain's severe housing crisis where rising prices outpace wages and affordable housing diminishes, affecting millions.

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56% Bias Score

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Reduced Inequality

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How have economic factors, like the rise of tourism and digital nomadism, and policy decisions regarding social housing contributed to the intensification of the housing crisis in Barcelona?

The crisis, marked by rising rent and sale prices exceeding wage growth, renders once-affordable housing inaccessible. This is fueled by the increasing preference for lucrative short-term rentals over long-term leases, driven by tourism and digital nomads, mirroring trends in other European cities.

dailymail.co.uk

🌐 75% Global Worthiness

Mar 20, 07:13

Investment Fund Reports Fail to Inform UK Investors

A report by The Investing and Saving Alliance (TISA) finds that 80% of investors ignore fund performance data due to its complexity, hindering the UK government's investment growth strategy and disproportionately impacting women (85%) and ethnic minorities (94%).

Investment Fund Reports Fail to Inform UK Investors

A report by The Investing and Saving Alliance (TISA) finds that 80% of investors ignore fund performance data due to its complexity, hindering the UK government's investment growth strategy and disproportionately impacting women (85%) and ethnic minorities (94%).

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48% Bias Score

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Reduced Inequality

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What are the key demographic disparities in understanding investment fund performance reports, and what are the implications for financial inclusion?

The difficulty in understanding complex financial reports is disproportionately affecting women (85%) and ethnic minorities (94%), exacerbating existing investment inequalities. This highlights a critical need for improved investor education and more accessible data presentation to ensure fair participation in the investment market.

theglobeandmail.com

🌐 75% Global Worthiness

Mar 3, 13:11

Delayed T3 Tax Slips Due to Canadian Government Policy Reversal

Due to a late reversal of the Canadian government's increase to the capital gains inclusion rate, the issuance of T3 tax slips by investment fund firms to unitholders is delayed to ensure accuracy; the CRA extended the deadline for filing 2024 T3 returns to May 1st.

Delayed T3 Tax Slips Due to Canadian Government Policy Reversal

Due to a late reversal of the Canadian government's increase to the capital gains inclusion rate, the issuance of T3 tax slips by investment fund firms to unitholders is delayed to ensure accuracy; the CRA extended the deadline for filing 2024 T3 returns to May 1st.

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32% Bias Score

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Reduced Inequality

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What is the immediate impact of the Canadian government's late reversal of capital gains policy on individual taxpayers?

Due to a late reversal in Canadian government policy on capital gains inclusion rates, many investment fund firms are delaying the issuance of T3 tax slips to unitholders. This delay is to ensure the accuracy of reported capital gains, as firms recalculate amounts based on the reverted 50 percent inclusion rate instead of the initially proposed 66.7 percent. The corrected slips will be issued by May 1st, avoiding late-filing penalties.

theglobeandmail.com

🌐 85% Global Worthiness

Jan 22, 13:11

Unpassed Tax Changes Create Uncertainty for Canadian Asset Managers

Canadian asset managers face uncertainty in filing 2024 tax returns for investment funds due to unpassed federal capital gains tax changes proposed in the 2024 budget, potentially requiring re-filing and amended tax slips if the changes don't pass.

Unpassed Tax Changes Create Uncertainty for Canadian Asset Managers

Canadian asset managers face uncertainty in filing 2024 tax returns for investment funds due to unpassed federal capital gains tax changes proposed in the 2024 budget, potentially requiring re-filing and amended tax slips if the changes don't pass.

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52% Bias Score

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What are the long-term implications of this uncertainty for both asset managers and individual taxpayers?

This situation creates compliance challenges for asset managers and unitholders. Managers must decide whether to report under current or proposed rules, potentially leading to re-filing if the legislation doesn't pass. Unitholders also face complexities depending on their filing choice and the final outcome of the proposed changes, potentially causing overpayment and amended returns.

Showing 13 to 20 of 20 results