#Dodge & Cox

[iowa-jbs]

"Among the Best Bond Funds" - what are you smoking Morningstar?

“Among the Best Bond Funds” – what are you smoking Morningstar?

You listen to ‘experts’ in the financial world talk about bonds like it was 1980, and your thinking, “Am I crazy?” Has the whole world gone mad? This Morningstar article by Benjamin Josephis what set me off this morning. He’s pushing this fund (DODIX) that his own company only rates 4 out of 5 stars. His only actual mention of returns is a 15 year annualized return of 5% (price fluctuations,…

[movieblogreview]

UK Pensions Awards 2022: Investment shortlists out!

This year’s awards will be held on 30 June at the Hilton Park Lane in London

Here they are. The next set of finalist lists for the UK Pensions Awards 2022, looking at the investment categories of this year’s accolades.

The shortlists for the advisory categories, DC and other categories were published yesterday. The remaining shortlists will be announced tomorrow (1 April).

The 25th anniversary UK Pensions Awards have been rigorously judged by a panel of senior scheme managers, trustees and advisers. To see the full list of judges, visit the UK Pensions Awards website.

The winners will be announced at an in-person gala dinner at The Hilton Park Lane in London on Thursday, 30 June 2022.

To book a table and a finalist package at this event visit our booking website or contact Rushna Khan at 020 7484 9843 or via rushna.khan@incisivemedia.com.

To sponsor the awards contact Liam Barrett on 020 7484 9977 or via liam.barrett@incisivemedia.com.

Further information about the awards can be found at: https://ukpensionsawards.com/.

The shortlists for the investment categories of this year's awards are as follows:

Investment Categories:

Investment Manager of the Year

Artisan Partners UK

Dodge & Cox Worldwide Investments

Fidelity International

Impax Asset Management

Insight Investment

RBC Global Asset Management

Robeco

Royal London Asset Management (RLAM)

Unigestion

Fiduciary Manager of the Year:

Aon

BlackRock

BMO Global Asset Management

Cardano Risk Management

Charles Stanley & Co

Goldman Sachs Asset Management

Kempen Capital Management

Legal and General Investment Management

Mercer

Russell Investments

Schroders Solutions (formerly River and Mercantile Solutions)

SECOR Asset Management

SEI

Institutional Investment Platform Provider of the Year:

Mobius Life

Phoenix Corporate Investment Services (part of Phoenix Group)

Equity Manager of the Year:

Artisan Partners UK

Dodge & Cox Worldwide Investments

Fidelity International

Fisher Investments Europe

Local Pensions Partnership Investments

Morgan Stanley Investment Management (MSIM)

Polen Capital

T. Rowe Price

William Blair Investment Management

Fixed Income Manager of the Year:

Dodge & Cox Worldwide Investments

Federated Hermes

Fidelity International

Insight Investment

Janus Henderson Investors

Legal and General Investment Management

M&G Investment Management

Morgan Stanley Investment Management

Neuberger Berman

PGIM Fixed Income

T. Rowe Price

TOBAM

Factor Investing Manager of the Year:

Aon

AQR Capital Management

BNP Paribas Asset Management

Invesco

Research Affiliates Global Advisors (RAFI)

Unigestion

DB Multi-Asset Manager of the Year:

Beach Point Capital Management

Columbia Threadneedle Investments

Mercer

Newton Investment Management

Pictet Asset Management

TOBAM

Emerging Markets Manager of the Year:

Artisan Partners UK

Morgan Stanley Investment Management

Muzinich & Co

Neuberger Berman

Riscura

William Blair Investment Management

Real Estate Manager of the Year:

AXA IM Alts

Cheyne Capital

Columbia Threadneedle Investments

Federated Hermes

Invesco

M&G Investment Management

Patron Capital

Alternative and Private Markets Investment Manager of the Year:

Alpha Real Capital

AMP Capital

Beach Point Capital Management

BlackRock

BNP Paribas Asset Management

Cheyne Capital

Darwin Alternative Investment Management

GLIL

Greencoat Capital

J.P. Morgan Asset Management

LGT Capital Partners

M&G Investment Management

Unigestion

ESG Manager of the Year:

Alpha Real Capital

Aon

AXA Investment Managers

Candriam

Federated Hermes

Legal & General Investment Management

LGT Capital Partners

Morgan Stanley Investment Management

Natixis Investment Managers

Railpen

RBC Global Asset Management

Impact Manager of the Year:

abrdn

Aon

AXA IM Alts

Candriam

Cheyne Capital

Federated Hermes

Fisher Investments Europe

M&G Investment Management

Patron Capital

Robeco

Tikehau Capital

Vontobel Asset Management

Liability-Driven Investment (LDI) Manager of the Year:

abrdn

BlackRock

BMO Global Asset Management

BTPS

Insight Investment

Legal and General Investment Management

Cashflow-driven Investment (CDI) Manager of the Year:

abrdn

Alpha Real Capital

AXA Investment Managers

BMO Global Asset Management

Legal and General Investment Management

Mercer

Risk Reduction Provider of the Year:

Just Group

Legal & General Assurance Society

Pension Insurance Corporation

Rothesay

Scottish Widows

Standard Life

DB Investment Innovation of the Year:

abrdn

Border to Coast

Mercer

Mobius Life

SEI

[yourfinancestu]

UK Pensions Awards 2022: Investment shortlists out!

This year’s awards will be held on 30 June at the Hilton Park Lane in London

Here they are. The next set of finalist lists for the UK Pensions Awards 2022, looking at the investment categories of this year’s accolades.

The shortlists for the advisory categories, DC and other categories were published yesterday. The remaining shortlists will be announced tomorrow (1 April).

The 25th anniversary UK Pensions Awards have been rigorously judged by a panel of senior scheme managers, trustees and advisers. To see the full list of judges, visit the UK Pensions Awards website.

The winners will be announced at an in-person gala dinner at The Hilton Park Lane in London on Thursday, 30 June 2022.

To book a table and a finalist package at this event visit our booking website or contact Rushna Khan at 020 7484 9843 or via rushna.khan@incisivemedia.com.

To sponsor the awards contact Liam Barrett on 020 7484 9977 or via liam.barrett@incisivemedia.com.

Further information about the awards can be found at: https://ukpensionsawards.com/.

The shortlists for the investment categories of this year's awards are as follows:

Investment Categories:

Investment Manager of the Year

Artisan Partners UK

Dodge & Cox Worldwide Investments

Fidelity International

Impax Asset Management

Insight Investment

RBC Global Asset Management

Robeco

Royal London Asset Management (RLAM)

Unigestion

Fiduciary Manager of the Year:

Aon

BlackRock

BMO Global Asset Management

Cardano Risk Management

Charles Stanley & Co

Goldman Sachs Asset Management

Kempen Capital Management

Legal and General Investment Management

Mercer

Russell Investments

Schroders Solutions (formerly River and Mercantile Solutions)

SECOR Asset Management

SEI

Institutional Investment Platform Provider of the Year:

Mobius Life

Phoenix Corporate Investment Services (part of Phoenix Group)

Equity Manager of the Year:

Artisan Partners UK

Dodge & Cox Worldwide Investments

Fidelity International

Fisher Investments Europe

Local Pensions Partnership Investments

Morgan Stanley Investment Management (MSIM)

Polen Capital

T. Rowe Price

William Blair Investment Management

Fixed Income Manager of the Year:

Dodge & Cox Worldwide Investments

Federated Hermes

Fidelity International

Insight Investment

Janus Henderson Investors

Legal and General Investment Management

M&G Investment Management

Morgan Stanley Investment Management

Neuberger Berman

PGIM Fixed Income

T. Rowe Price

TOBAM

Factor Investing Manager of the Year:

Aon

AQR Capital Management

BNP Paribas Asset Management

Invesco

Research Affiliates Global Advisors (RAFI)

Unigestion

DB Multi-Asset Manager of the Year:

Beach Point Capital Management

Columbia Threadneedle Investments

Mercer

Newton Investment Management

Pictet Asset Management

TOBAM

Emerging Markets Manager of the Year:

Artisan Partners UK

Morgan Stanley Investment Management

Muzinich & Co

Neuberger Berman

Riscura

William Blair Investment Management

Real Estate Manager of the Year:

AXA IM Alts

Cheyne Capital

Columbia Threadneedle Investments

Federated Hermes

Invesco

M&G Investment Management

Patron Capital

Alternative and Private Markets Investment Manager of the Year:

Alpha Real Capital

AMP Capital

Beach Point Capital Management

BlackRock

BNP Paribas Asset Management

Cheyne Capital

Darwin Alternative Investment Management

GLIL

Greencoat Capital

J.P. Morgan Asset Management

LGT Capital Partners

M&G Investment Management

Unigestion

ESG Manager of the Year:

Alpha Real Capital

Aon

AXA Investment Managers

Candriam

Federated Hermes

Legal & General Investment Management

LGT Capital Partners

Morgan Stanley Investment Management

Natixis Investment Managers

Railpen

RBC Global Asset Management

Impact Manager of the Year:

abrdn

Aon

AXA IM Alts

Candriam

Cheyne Capital

Federated Hermes

Fisher Investments Europe

M&G Investment Management

Patron Capital

Robeco

Tikehau Capital

Vontobel Asset Management

Liability-Driven Investment (LDI) Manager of the Year:

abrdn

BlackRock

BMO Global Asset Management

BTPS

Insight Investment

Legal and General Investment Management

Cashflow-driven Investment (CDI) Manager of the Year:

abrdn

Alpha Real Capital

AXA Investment Managers

BMO Global Asset Management

Legal and General Investment Management

Mercer

Risk Reduction Provider of the Year:

Just Group

Legal & General Assurance Society

Pension Insurance Corporation

Rothesay

Scottish Widows

Standard Life

DB Investment Innovation of the Year:

abrdn

Border to Coast

Mercer

Mobius Life

SEI

[kylietanie1-blog]

Will investors make money under President Trump?

Will investors make money under President Trump?

[ad_1]

Nerves are setting in about what new US president Donald Trump will do in office after a surge of optimism initially lifted markets around the world in response to his election.

Early good will created the so-called ‘Trump Trade’, as investors hope he will help boost American companies and the economy – the biggest in the world – with a programme of infrastructure spending, tax cuts and…

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Because I Can’t Enjoy Anything, Let’s Begin Looking At Eagles-Chiefs

At 3:57 p.m. on Sunday afternoon, Eagles’ defensive end Brandon Graham barreled down on Redskins’ QB Kirk Cousins, causing a fumble that was returned for a touchdown by Fletcher Cox. The play would seal the deal on a big 30-17 road win at FedEx Field.

Here it is:

Fletchhhhhhhh (Pt. 2)

BG with the forced fumble, Fletcher does the rest. #FlyEaglesFly http://pic.twitter.com/a9k4cfc5vF

— Philadelphia Eagles (@Eagles) September 10, 2017

Alas, the celebration was short lived, as replays showed what appeared to be Cousins’ arm coming forward as he released the football, thus making it an incomplete pass. At 3:58 p.m., I braced myself for a reversal of the touchdown and the ensuing last-second, game-winning Washington score that would send me into a downward spiral of crippling depression for the next six days.

But…BUT, at 3:59 p.m., referee Brad Allen emerged onto the field to confirm the touchdown. Boner jams.

Look at my guy out here after the Cousins fumble was confirmed. #FlyEaglesFly http://pic.twitter.com/L9RsPAr3AG

— Cristina Ledra (@cledra) September 10, 2017

Same, my man. Same.

If you’re like me, a win usually brings about 20 minutes of satisfaction, whereas a loss leaves me in a total fog, questioning my existence until at least the following Friday. So, I was able to enjoy the win until approximately 4:20 p.m., at which time I began to fixate on next week’s game at Kansas City. My guess is that some of you are also fixated, so let’s take an early look at what the Eagles are getting into against the Chiefs.

When is the game, what channel is it on, and who’s calling the game?

1 p.m. FOX. Dallas travels to Denver and FOX has the late national game again, so you can rule out Joe Buck and Troy Aikman. This will be considered the second best game of the week, which means we’ll get Kevin Burkhardt and Charles Davis. More importantly, Eagles fans will dodge Dick Stockton and Mark Schlereth for another week. And that’s good, because I’m pretty sure the Eagles are 2-47 since 2000 with Dick Stockton calling games. Plus, I can also do without this:

Dick Stockton isn't the only one to butcher Big V's name http://pic.twitter.com/gJo06R9saQ

— The Bitter Birds (@AdrianFedkiw) August 25, 2017

What’s the betting line and what does it mean?

Well, the Eagles are currently four-and-a-half point underdogs. That line seems a bit short to me, considering the Chiefs are 23-9 at Arrowhead Stadium under Andy Reid and were 6-2 at home a year ago. Also, the Chiefs will have extra rest coming off their huge 42-27 Week 1 win over New England this past Thursday night. The vast majority of the public and sports media will have the Eagles pegged for a loss.

Generally, the thought process will look something like this:

“The Chiefs beat the Patriots by 15 on the road, so they’ll definitely beat the Eagles by more than 4.5 at home.”

I get that logic. I don’t think is a terrific spot for the Eagles, but that line, along with Andy Reid’s propensity to take unstoppable momentum and bring it to a screeching halt, gives me hope.

Can the Eagles stop this suddenly scary Kansas City offense?

The Chiefs put on a show the other night in Foxboro. If you asked me about this game a week ago, I’d have said Alex Smith sucks and the Chiefs’ offense scares nobody. After watching Smith, Tyreek Hill, and Kareem Hunt shred New England this past Thursday, well, things have changed. I know it’s only one game, but Jim Schwartz’s unit has its work cut out for it this week.

Smith completed 80% of his passes while throwing for 368 yards and four touchdowns. He has some intriguing pass catching options. Hill is an electric player, and Ronald Darby, who will miss a large chunk of the season, would have most certainly drawn that assignment. The Eagles’ secondary doesn’t figure to match up well with Hill’s speed.

For the second straight week, the Eagles will have to deal with a premiere tight end in Travis Kelce. Meanwhile, Hunt was a major factor in the passing game, hauling in 5 catches for 98 yards. As if all of that were not enough of a concern, Hunt rushed for 148 yards on 17 carries against a team some felt may run the table. It’ll be a good test for an Eagles’ front-seven that allowed Washington running backs only 2.6 yards per carry on Sunday.

In short, I expect the Chiefs to move the ball and put up points, but not like they did in the opener.

What can I expect from the Eagles’ offense?

This week’s money question, for sure.

Carson Wentz made some huge plays Sunday, like this one:

Way To Keep The Play Alive! A 58- Yard Touchdown Pass From Carson Wentz To Nelson Agholor; #FlyEagleFly 🦅 http://pic.twitter.com/IWfUxSCy7d

— Tyeree A Moore (@ATyeree) September 10, 2017

He also had some poor throws that sailed on him. I’ll take 26 of 39 for 307 yards and two touchdowns in a tough road environment all day, but he needs to be more consistent. Neither Alshon Jeffery or Torrey Smith had huge debuts, but that was partly to be expected with Josh Norman in coverage. Nelson Agholor figures to be a factor this year, for no other reason than he might be their second best wide receiver.

The real concern is the offensive line, which was supposedly the team’s strength. Was Sunday’s up and down (mostly down) performance an outlier, or is there reason to be concerned about a unit that couldn’t get the run game going and forced Wentz to use his athleticism in order to make big plays? Say nothing of the fact that Jason Peters’ annual nagging injury is already creeping its way into the breakdown. This will be key against a formidable Kansas City defense that sacked Tom Brady three times last week. If Wentz has time, he’ll be fine, but overall, I’m not too amped up about this matchup for the offense.

Fun coaching matchup, huh?

This is important. A lot of time will be spent talking about Andy Reid vs. Doug Pederson. Teacher vs. Pupil. Reid’s ties to the Eagles. That’s all irrelevant. Let’s focus on what truly matters here.

Reid’s team’s usually start like shit and I’m acutely aware that he has a way of screwing things up when it seems utterly impossible to do so. For this reason alone, I expect the Chiefs to look bad this week. I also fully expect some insane plays and/or strategic decisions that have me saying, “I don’t miss this fucking guy,” …until I remember that his lesser version is our coach and I want to crawl up in a hole and embrace myself in a comforting fashion. But we all know that Reid’s a good coach and the Chiefs will win 10 or more games.

Meanwhile, we don’t know that Doug Pederson is a good coach, but we can all agree that he will have to be better than he was in Week 1. Credit to him for taking the Eagles on the road and getting a big win against a division opponent. But, among other issues, what was with continually sending Agholor across the formation on Sunday? The swing pass didn’t work off of motion, nor did the reverse to the opposite side. It fooled nobody.

No more of that shit, please.

Because I Can’t Enjoy Anything, Let’s Begin Looking At Eagles-Chiefs published first on http://ift.tt/2pLTmlv

[la-rueda-de-la-fortuna]

Accionistas de Televisa, 2020

Accionistas de Televisa, 2020

Actualización de la página 82 del libro “Los dueños del cuarto poder”, publicado por Editorial Planeta, México, 2008. • Principales accionistas de Grupo Televisa, 2020 (Porcentajes) Nombre Nombre Familia Azcárraga 15.1% Harris Associates 10.8% Dodge & Cox 11.1% Bill Gates 8.0% BlackRock 6.7% FPR Partners6.5% Mercado de valores y otros 41.7% Fuente: elaborado con información…

[la-rueda-de-la-fortuna]

Accionistas de Televisa, 2018

Accionistas de Televisa, 2018

Actualización de la página 82 del libro “Los dueños del cuarto poder”, publicado por Editorial Planeta, México, 2008. •

• Principales accionistas de Grupo Televisa, 2018 (Porcentajes) Nombre Nombre Familia Azcárraga 14.9% Harris Associates 9.8% Dodge & Cox9.6% Bill Gates 7.9% Mercado de valores y otros 57.8% Fuente: elaborado con información de Grupo Televisa, S.A.B., Reporte anual…