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Will Mutual Funds Stretch Their Bull Run To Four Years in 2026?
Investors· 2025-12-23 21:06
*Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. Terms of Use Privacy Notice Accessibility About Us Reviews Site Map Your Ad Choices Advertising Contact us IBD Stock Charts IBD Stock Checkup Stock Quotes Stock Market Today The Big Picture My Stock Lists IBD Live Leaderboard SwingTrader MarketSurge IBD Digital MarketDiem The Wall Street Journal Barron's MarketWatch Dow Jones Smar ...
Hungry IPOs Carve A Heft Slice Of Mutual Funds
Rediff· 2025-12-22 05:05
Core Insights - The ongoing surge in IPOs is significantly utilizing mutual fund liquidity, with six primary market issuances accounting for over ₹13,000 crore in net equity investments by mutual funds in November [3][4]. Group 1: Mutual Fund Activity - Groww led the inflows, attracting approximately ₹4,200 crore, while other companies like Lenskart Solutions, Pine Labs, and Physics Wallah each garnered over ₹1,000 crore in investments from mutual funds [4]. - Net equity investments by mutual funds reached ₹43,500 crore in November, indicating strong demand and liquidity in the market [4]. Group 2: IPO Market Dynamics - The robust appetite for IPOs from mutual funds, alongside strong demand from other investor segments, has facilitated record issuances, with over 100 mainboard IPOs launched this year, the highest in 25 years [5]. - The primary market activity is largely driven by retail inflows into mutual funds, as elevated valuations in the secondary market have redirected liquidity towards primary issuances [5]. Group 3: Sector Trends - Demand in the primary market is particularly strong for consumer technology and new-age businesses, which currently represent 20% of recent IPOs, a figure expected to rise above 30% in the next five years [7][8]. - At least 20 startups with private market valuations in the hundreds of millions of dollars are preparing to enter the market, indicating a growing trend in the consumertech sector [8]. Group 4: Secondary Market Activity - In the secondary market, Eternal topped the mutual fund buy list with ₹4,500 crore invested, followed by ICICI Bank, ITC, Mphasis, and HDFC Bank [9]. - Conversely, mutual funds reduced their exposure to public sector banks and pharmaceutical stocks, with State Bank of India and Reliance Industries among the most sold stocks [9].
X @Bloomberg
Bloomberg· 2025-12-15 20:46
Market-making firms in the exchange-traded fund industry may come under strain amid a potential wave of new listings in 2026, with US regulators poised to allow asset managers to offer ETFs as share classes of mutual funds https://t.co/MLWSblasud ...
X @Bloomberg
Bloomberg· 2025-12-09 17:33
JPMorgan Asset Management is seeking to convert two municipal-bond mutual funds with over $840 million of assets into ETFs in 2026, underscoring the growing popularity of the products https://t.co/fa8xYU1AFw ...
X @BSCN
BSCN· 2025-12-02 03:32
🚨JUST IN: VANGUARD WILL ALLOW CRYPTO-FOCUSED ETFS AND MUTUAL FUNDS TO TRADE ON ITS PLATFORM FROM — BLOOMBERG ...
Going From Mutual Funds to ETFs, Goldman Sachs To Pay $2B for Innovative Capital | ETF IQ 12/1/2025
Bloomberg Television· 2025-12-01 18:31
>> WELCOME TO BLOOMBERG "ETF IQ." I AM KATIE GREIFELD. SCARLET FU IS ON ASSIGNMENT. WE START WITH STOCKS DIPPING AS WE START DECEMBER.TRADERS SHUNNING RISKIER CORNERS OF THE MARKET AMID A SELLOFF IN CRYPTO. GOLDMAN SACHS WILL PAY $2 BILLION TO BUY CAPITAL MANAGEMENT WHICH SPECIALIZES IN DEFINED OUTCOME ETF'S. WE WILL DISCUSS THE BOOM IN MUNI ETF'S.ERIC BALCHUNAS IS HERE WITH US LOOKING AT THE FLOWS. WHAT DO YOU HAVE. ERIC: THANK YOU VERY MUCH.I KNOW THE MARKET FEELS TOPPY. PEOPLE ARE NERVOUS HEADING INTO TH ...
Financial Freedom Beyond Money | Rahul Sachar | TEDxGNA University
TEDx Talks· 2025-11-26 16:16
Let me ask you a quick question. What if everyone stops working here and how would your money support for rest of your life. The obvious answer is the financial freedom talks such as returns, compounding, cryptocurrency, investing, saving, caggr, all these terminologies where since I was from tier four city, all these conversations were hyper techchnical to me.So slowly after after certain few uh few interactions with them I learned these are something of financial literacy which I have not been exposed to. ...
X @Forbes
Forbes· 2025-11-04 04:44
In the 1990s, Muhlenkamp Fund’s clever value investing formula made it a star among no load mutual funds. Then the long tech bull market left it in the dust. A new generation is making a comeback.Read more: https://t.co/dIlTsiKjev https://t.co/PVkzfmUp9F ...
X @Investopedia
Investopedia· 2025-10-31 22:00
Investment Choices - The report explores key differences between mutual funds and ETFs [1] - The analysis includes trading, tax efficiency, and management styles [1] Fund Comparison - The goal is to enable informed investment choices based on the comparison [1]
Microsoft, Starbucks, and Chipotle: Earnings breakdown
Youtube· 2025-10-29 21:42
Core Insights - The Federal Reserve's recent remarks indicate that a rate cut in December is uncertain, leading to a negative reaction in the stock market [1] - Starbucks reported Q4 net revenue of $9.6 billion, exceeding analyst estimates, and achieved its first positive quarter of global same-store sales in nearly two years [2][3] - Chipotle's Q3 revenue was $3 billion, missing analyst expectations, with adjusted EPS at $0.29, which was in line with estimates [14][15] - Microsoft reported first-quarter results that surpassed Wall Street expectations, with Azure growth at 39% in constant currency, although some investors were disappointed by not reaching 40% [25][29] Starbucks - The company experienced a 1% year-over-year decline in US and North American transactions, which was better than market expectations [4] - International transaction growth was strong at 6%, particularly in previously weaker markets [5] - The company is facing competition from drive-through coffee chains and changing consumer behavior among lower and middle-income consumers [6][8] - Same-store sales in China rose by 2%, slightly below expectations [9][10] - Starbucks is focusing on recapturing its experience-focused customers and has initiated a multi-year transformation plan [12][13] Chipotle - The company reported a 1% decline in comparable transactions, reflecting challenges faced by fast-casual chains [15][17] - Chipotle has cut its full-year sales projection for the third time, now expecting low single-digit sales declines [20] - There are opportunities for growth in smaller markets and through menu innovation [22][23] Microsoft - The company has invested significantly in AI, which is contributing to its Azure growth, estimated to be in the low to mid-teens percentage of total Azure business [30][31] - Microsoft’s partnership with OpenAI is expected to enhance its growth trajectory, with rights to AGI until 2032 [34][36] - The market's reaction to Microsoft's results may be influenced by high expectations and valuation concerns [28][29] ETF Industry - The SEC is reviewing applications for dual share classes that would allow seamless transitions between mutual funds and ETFs, potentially accelerating ETF growth [37][40][42] - The ETF market is expected to double in size, with over 4,000 ETFs currently, which could increase to 8,000-10,000 [43] - ETFs are favored for their lower costs, intraday liquidity, transparency, and tax efficiency compared to mutual funds [44][46]