Trip Chowdhry, the Managing Director of Equity Research at Global Equities Research, said that he hopes the rumor is true.
Allocations to equities and equity-based funds rose 1.5 percentage points to 62.9%.
In an e-mail to investors, Trip Chowdhry, the Managing Director of Equity Research at Global Equities Research, revealed the findings from his analysis of the patents that belong to Apple, Samsung, and Google (NASDAQ: GOOG).
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Instead, these investments would rely more heavily on active management--things like emerging market equity and debt funds, domestic high-yield bonds, small cap equities, real estate and private equity.
It made light bets in plain old stocks and bonds and went hell-for-leather into exotic and illiquid holdings: commodities, timberland, hedge funds, emerging-market equities and private equity partnerships.
Coupled with that, I do want to say that what I feel is one of the best investments out there for anybody who wants to play the equity markets is actually derivative equities, and that would be a high-yield or junk bond.
"Despite the recent rise in equity markets, we believe an enormous gap exists between the apparent bullish consensus on equities and effective low positioning in equity markets, " Didier Duret, chief investment officer for the private bank of Dutch financial services giant ABN Amro, told clients last week.
About six percent of U.S. equities funds and global equity funds closed or merged during the year.
The emerging markets are where the growth is, but global equities are struggling so equity in these markets are struggling, too.
Thus, a fund that is prohibited from investing in equities generally cannot invest in equity mutual funds.
Also, according to JPMorgan equity strategist, the relative valuation of equities is much more attractive when compared to bonds.
Another 30% was invested in hedge funds, 25% in equities and 10% in private equity.
The Buy Korea Renaissance Equity Unit Trust, which limits exposure to equities at 50% of its assets, gained 13.9%.
It led to a restructuring of its investment team, with Ilario Di Bon being appointed to a new role of head of equities, supported by a global equity team.
There's one more argument the critics often make against guidance: It puts so much pressure on companies that they abandon the U.S. equities market and seek out private equity or foreign listings.
That's a nice way of saying that during recent years the Harvard Management Company, the university's investment subsidiary, diverted large portions of the university's endowment assets out of safe but poky low-yield securities (as of last June fixed-income investments accounted for only 16% of Harvard's portfolio) and into what this Forbes story describes as "exotic financial instruments": derivatives, hedge funds, private equity partnerships, commodities and emerging-market equities.
Julius Baer is extremely bullish on American equities, with 60% of its equity funds parked there.
August was a bad month for U.S. equities, while gold and many foreign equity markets rose.
But according to the Investment Management Association, the British fund-management industry's trade body, an equity unit trust has to have 80% in equities.
For a user who has identified himself as an equities trader, it first offers European equity indexes, followed by news, economic news, debt news and political news.
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In the mutual fund context, ownership of shares in an equity mutual fund is generally considered the equivalent of owning equities.
Public equities surged but we at CircleUp, an equity-based crowdfunding platform focused on consumer and retail companies, were equally excited.
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Consultant conflicts may be responsible for over-allocations into equities since consultants may derive substantial brokerage income from equity managers they recommend.
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In managing a portfolio that has a bias toward equities the balance is usually a combination of cash equity and index or sector tracker funds.
Operations people, such as the CTO for electronic equity order flow or the operations director for fixed income, equities or market data, will want to monitor systems in real-time.
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The eight, including Robert Karofsky , Morgan's U.S. head of cash equity trading, are jumping ship after Morgan Stanley's equities group posted the best revenues since mid-2001, driven by success in Morgan's prime brokerage group.
Often public equities are actually more risky in some senses than private equity where you might have more control.
The economies in the developed world are taking a toll on equity markets around the world, with the high beta emerging market equities getting crushed.
The companies with the strongest balance sheets will likely buy back their own shares, which is good for equity holders as buy backs mean more demand and more demand for equities means higher share prices.
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Chinese firms, for example, derive 60% of their income from equities trading, putting them "at the mercy of equity markets and turnover, as well as their mainly retail investor base, " said Bonn Liu, a partner at KPMG China.
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