Latest news with #portfolios
Bloomberg
9 hours ago
- Business
- Bloomberg
S&P 500's Banner Rally Faces Off With Worst Two Months of Year
The S&P 500 Index, coming off its best streak of gains since 2020, is about to enter what has historically been its toughest stretch of the year. Over the past three decades, the benchmark has performed the worst in August and September, losing 0.7% on average in each month, compared with a 1.1% gain on average across other months, data compiled by Bloomberg show. Analysts attribute the pattern in part to money managers' tendency to reassess their portfolios around this time of year.
Daily Mail
19-07-2025
- Business
- Daily Mail
Pensions and investments millions have in these major funds are in for a bumpy ride. Now our experts reveal if it's time to ditch them - and what you need to do now
If you have a pension or investment portfolio there is one fund type that you almost certainly hold – and while it will have made you excellent returns over the past decade, experts now warn its future is far more precarious. Global passive funds that track an index of the world's largest companies form the bedrock of most investment portfolios. They give cheap and easy access to thousands of companies and have delivered stellar returns.
Times
17-07-2025
- Business
- Times
Is Templeton Emerging Markets Investment Trust worth buying?
T he emerging markets category is one of those asset buckets beloved of fund managers but it doesn't always make huge sense to end-investors looking for a convincing theme. Not much connects India with Chile, say, or the United Arab Emirates with Taiwan. The very fact that the investment world categorises wildly diverse developing nations in this way gives it a kind of logic, however. Flows matter. If big institutions allocate more to the emerging markets bucket, everything in the bucket benefits. And if the recent rebalancing of portfolios away from the super-dominant US carries on, every other market can expect a bit of a boost, including emerging markets. A wider rethink about the asset class has been a long time coming. From about 2010 until very recently emerging markets had seriously unperformed, and the bull and bear cycles can last a long time. Emerging markets boomed in the 1980s, lagged in the 1990s and boomed again in the 2000s.
Al Bawaba
27-06-2025
- Business
- Al Bawaba
eToro launches target-date portfolios in partnership with Franklin Templeton
Trading and investing platform eToro announced today the launch of six investment portfolios in partnership with Franklin Templeton, a global leader in asset management, to help users invest for future financial goals with target-date portfolios are built to help investors work towards a financial goal over a specific time horizon. The portfolios automatically adjust their asset allocation and resulting risk profile over the course of the investment Target Portfolios incorporate Franklin Templeton's tactical asset-allocation insights and comprise diversified ETFs across sectors and geographies. Targeting 2028, 2030, 2033 and 2035 respectively, each portfolio automatically calibrates the weights of its equity and fixed income allocations based on the remaining time period. As the target year nears, the equity exposure is gradually reduced and the fixed income allocation increased, targeting a smooth transition from growth-focused investing to capital preservation without the need for manual addition to four target date portfolios, users can invest in FixedIncome-FT, a conservative portfolio which invests in 90% fixed income and 10% equity, and Equity-FT, a growth-focused portfolio that prioritises capital appreciation with a 100% equity allocation without de-risking over Assia, CEO and Co-founder of eToro said: 'We're thrilled to introduce this new suite of target-date portfolios in partnership with Franklin Templeton's asset allocation expertise. Whether you're investing to buy a house or to build a nest egg, target-date portfolios offer a hands-off way to help you stay on track with your financial goals. This is another step in our commitment to providing retail investors with long-term investment solutions, wherever they are on their investment journey.'Jenny Johnson, President and CEO of Franklin Templeton said: 'We are excited to partner with eToro. By combining our deep expertise in target-date ETF portfolios with eToro's cutting-edge social investing platform, we are able to offer outcome-based investment solutions to a broader audience, including digital-native younger investors. This partnership underscores Franklin Templeton's commitment to expanding its client reach through innovative distribution platforms, thereby maintaining its position at the forefront of the global digital wealth ecosystem.' Initial investments in the target-date portfolios start from USD$1,000. Users who invest at least USD$2,000 in the Target2030-FT portfolio between 1 July and 31 December 2025 will receive full capital protection as long as they hold their investments until maturity on 30 June 2030. Terms and Conditions apply.
Zawya
26-06-2025
- Business
- Zawya
EToro launches target-date portfolios in partnership with Franklin Templeton
Dubai, United Arab Emirates: Trading and investing platform eToro announced today the launch of six investment portfolios in partnership with Franklin Templeton, a global leader in asset management, to help users invest for future financial goals with target-date strategies. Target-date portfolios are built to help investors work towards a financial goal over a specific time horizon. The portfolios automatically adjust their asset allocation and resulting risk profile over the course of the investment period. eToro's Target Portfolios incorporate Franklin Templeton's tactical asset-allocation insights and comprise diversified ETFs across sectors and geographies. Targeting 2028, 2030, 2033 and 2035 respectively, each portfolio automatically calibrates the weights of its equity and fixed income allocations based on the remaining time period. As the target year nears, the equity exposure is gradually reduced and the fixed income allocation increased, targeting a smooth transition from growth-focused investing to capital preservation without the need for manual rebalancing. In addition to four target date portfolios, users can invest in FixedIncome-FT, a conservative portfolio which invests in 90% fixed income and 10% equity, and Equity-FT, a growth-focused portfolio that prioritises capital appreciation with a 100% equity allocation without de-risking over time. Yoni Assia, CEO and Co-founder of eToro said: 'We're thrilled to introduce this new suite of target-date portfolios in partnership with Franklin Templeton's asset allocation expertise. Whether you're investing to buy a house or to build a nest egg, target-date portfolios offer a hands-off way to help you stay on track with your financial goals. This is another step in our commitment to providing retail investors with long-term investment solutions, wherever they are on their investment journey.' Jenny Johnson, President and CEO of Franklin Templeton said: 'We are excited to partner with eToro. By combining our deep expertise in target-date ETF portfolios with eToro's cutting-edge social investing platform, we are able to offer outcome-based investment solutions to a broader audience, including digital-native younger investors. This partnership underscores Franklin Templeton's commitment to expanding its client reach through innovative distribution platforms, thereby maintaining its position at the forefront of the global digital wealth ecosystem.' Initial investments in the target-date portfolios start from USD$1,000. Users who invest at least USD$2,000 in the Target2030-FT portfolio between 1 July and 31 December 2025 will receive full capital protection as long as they hold their investments until maturity on 30 June 2030. Terms and Conditions apply. eToro's Target Portfolios are not currently available to eToro users based in the US. About eToro eToro is the trading and investing platform that empowers you to invest, share and learn. We were founded in 2007 with the vision of a world where everyone can trade and invest in a simple and transparent way. Today we have 40 million registered users from 75 countries. We believe there is power in shared knowledge and that we can become more successful by investing together. So we've created a collaborative investment community designed to provide you with the tools you need to grow your knowledge and wealth. On eToro, you can hold a range of traditional and innovative assets and choose how you invest: trade directly, invest in a portfolio, or copy other investors. You can visit our media centre here for our latest news. Disclaimers: eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. eToro is authorised and regulated by the Financial Conduct Authority in the UK, in Cyprus by the Cyprus Securities and Exchange Commission, by the Australian Securities and Investments Commission in Australia, licensed by the Financial Services Authority in the Seychelles and by the Abu Dhabi Global Market ('ADGM')'s Financial Services Regulatory Authority ("FSRA") in the UAE. This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient's investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. If capital is withdrawn prior to the minimum holding period until 30 June 2030, your capital is at risk. Please see Terms & Conditions for further details on the associated risks. Other fees apply. Past performance is not an indication of future results. Middle East eToro (ME) Limited, is licensed and regulated by the Abu Dhabi Global Market ('ADGM')'s Financial Services Regulatory Authority ('FSRA') as an Authorised Person to conduct the Regulated Activities of (a) Dealing in Investments as Principal (Matched), (b) Arranging Deals in Investments, (c) Providing Custody, (d) Arranging Custody and (e) Managing Assets (under Financial Services Permission Number 220073) under the Financial Services and Market Regulations 2015 ('FSMR'). Registered Office and its principal place of business: Office 26 and 27, 25th floor, Al Sila Tower, ADGM Square, Al Maryah Island, Abu Dhabi, United Arab Emirates.
