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Toning down the risk

Data from Investment Metrics show that institutional investors moved assets out of equities an into fixed income during the first half of 2018. Some $93 billion came out of U.S. equity strategies through June 30, with another $71 billion coming out of non-U.S. strategies.

Value punches back

Value managers closed the gap in alpha vs. their growth counterparts during the second quarter. The trailing annualized alpha during the first six months of 2018 was 9% for strategies investing outside the U.S. and 4.8% for U.S. strategies; these figures dropped to about 2% for both subsets in the second quarter.

Facebook needs to sell more ads

Facebook A shares cost pension funds, sovereign wealth funds and endowments a collective $2.4 billion in market share Thursday morning after the stock fell 20%. Shares were lower after the company missed estimates, citing falling margins as its chief financial obstacle.

Charts

Toning down the risk

Data from Investment Metrics show that institutional investors moved assets out of equities an into fixed income during the first half of 2018. Some $93 billion came out of U.S. equity strategies through June 30, with another $71 billion coming out of non-U.S. strategies.

Charts

Value punches back

Value managers closed the gap in alpha vs. their growth counterparts during the second quarter. The trailing annualized alpha during the first six months of 2018 was 9% for strategies investing outside the U.S. and 4.8% for U.S. strategies; these figures dropped to about 2% for both subsets in the second quarter.

Charts

Facebook needs to sell more ads

Facebook A shares cost pension funds, sovereign wealth funds and endowments a collective $2.4 billion in market share Thursday morning after the stock fell 20%. Shares were lower after the company missed estimates, citing falling margins as its chief financial obstacle.