Weekly News Summary – March 10-14, 2025 – BAI Capital

This week was marked by key movements in financial markets, economic policy decisions, and trade tensions that could impact U.S. growth. Inflation showed signs of cooling, although uncertainty over tariffs and economic measures continues to weigh on the global outlook. The stock market experienced high volatility with significant declines, while the European Union announced new […]
The 7 best banks to invest in the US from Latin America

If you’re thinking about investing in the U.S., you’ll likely be interested in knowing which bank is best for making your investment, considering factors like accessibility, interest rates, and more. We’ll tell you which are the best banks for investing if your capital comes from Latin America. The first thing to keep in mind when […]
Is private capital better than public capital in the USA?

To properly choose between investing in public or private equity, it is important to understand the differences between these two types of markets. Public equity differs in several ways from private equity investments, and it is essential to understand these distinctions when investing. Private equity firms and public companies vary in many ways. Although they […]
Different types of equity funds – The Economic Times

There are 12 types of equity mutual funds. These categories are created to bring product differentiation. This also helps investors a better understanding of the products they are investing in. This content was originally published here.
Global equity funds see big inflows as risk appetite rebounds

According to Refinitiv data, investors purchased $33 billion worth of global equity funds in the week ending Dec. 22, compared with an outflow of $13.1 billion in the previous week. U.S. equity funds lured an inflow of $27.5 billion, while Asian equity funds obtained $1.8 billion. On the other hand, European equity funds saw an […]
Only a third of active equity funds outperformed passives in 2021

Only a third of active equity funds (34%) beat a passive alternative this year, according to a new report from AJ Bell. The company’s latest ‘Manager versus Machine’ report analysed about 800 retail funds, finding that active funds performed particularly poorly in the US, Global, and Asia Pacific regions. The report also notes that while […]
Small-stock strategy powers best-performing US equity funds – The Economic Times

The year’s top-performing actively managed U.S. equity fund was the Bridgeway Small-Cap Value fund which posted a 61.5% return, according to Morningstar data through Dec. 15, while eight out of the top 10 funds also had small-caps as a strategy. This content was originally published here.
Global equity funds see jump in inflows despite inflation concerns

By Reuters Staff 2 Min Read (Reuters) – Global equity funds witnessed higher inflows in the week ended Feb. 24, on optimism that global central banks would keep interest rates lower to prop up their economies, undeterred by rising inflation concerns. FILE PHOTO: Dividers are seen inside a trading post on the trading floor as […]
US Department of Labor releases Supplemental Statement on private equity investments in participant-directed retirement savings plans
WASHINGTON – The U.S. Department of Labor today released a Supplemental Statement clarifying a June 2020 Information Letter on private equity investments as a component of a professionally managed asset allocation fund offered as an investment option in participant-directed retirement savings plans, such as 401(k) plans. The statement from the department’s Employee Benefits Security Administration […]
Investors Prefer Equity ETFs Over Equity Funds in September | Lipper Alpha Insight

Investors were net purchasers of mutual fund assets for the second month in a row, injecting $6.9 billion into the conventional funds business (excluding ETFs, which are reviewed in the section below) for September. For the sixth month in a row, stock & mixed-assets funds experienced net outflows (-$31.2 billion). And despite the Treasury yield […]
Why You Must Include Equity Investments to Save for Retirement

Retirement, also known as “the golden years” is an interesting time. On the one hand, there is the relief of not having to worry about meeting work deadlines, which gives you the time to pursue other interests and hobbies. On the other hand, you no longer have a regular income, so you might be worried […]
Before You Invest: Equity Funds – Angel One

Investing in equity funds is considered one of the best ways to help build a corpus in the long term. Though the investing process is quite simple, there are still a few pointers that the trader needs to pay attention to before starting the investment journey. Clarify your Investment Goals The thing to do before investing not […]