6

iShares MSCI ACWI UCITS ETF USD (Acc)
Tarjoustasot
Tunnusluvut
Juoksevat kulut
0,20%Omaisuusluokka
OsakeKategoria
Maailma suuryhtiöt sekatyyli osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI All Countries World Index Net USD. In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that as far as possible and practicable consist of the component securities of MSCI All Countries World Index Net USD, this Fund’s Benchmark Index. The Fund intends to use optimisation techniques in order to achieve a similar return to the Benchmark Index and it is therefore not expected that the Fund will hold each and every underlying constituent of the Benchmark Index at all times or hold them in the same proportion as their weightings in the Benchmark Index.
Vastaavan tyyppisiä ETF:iä
Omistukset
Jakauma
- Osakkeet99,6%
- Lyhyt korko0,4%
Asiakkaat katsoivat myös
Foorumi
- ·2 päivää sittenI think Jeff Gundlach raises some relevant concerns in his interview with OX Talks about private credit and the financing of the AI boom. Private credit consists of loans to companies outside the ordinary bond market. His concern is especially the combination of high debt, opaque valuations, and credit ratings that may underestimate the risk. Furthermore, some borrowers pay part of the interest by adding it to the principal. This gives the lender booked earnings, but no cash here and now. At the same time, data centers and AI infrastructure require enormous investments. If earnings come later than expected, customer contracts are not renewed, or financing becomes more expensive, the debt can become difficult to manage. AI may well become a technological success without all investors and lenders getting a good return. I am therefore following these publicly traded companies: • BlackRock – BLK • Apollo Global Management – APO • Mitsubishi UFJ Financial Group – MUFG • Blue Owl Capital – OWL • Blackstone Secured Lending Fund – BXSL • The Carlyle Group – CG • Brookfield Asset Management – BAM • Great Elm Capital – GECC • Ares Capital – ARCC They have different roles and risks. BXSL, GECC, and ARCC own loan portfolios where credit losses can directly hit equity and dividends. The asset managers often invest through clients funds, while MUFG also acts as a bank and loan arranger. The list is therefore a watch list – not a claim that everyone is equally exposed or has large exposure to data centers. The most important things to keep an eye on are more expensive financing, falling cash reserves, more interest paid with new debt, and write-downs by lenders. If several of these signals worsen simultaneously, the concern becomes more concrete. This is not proof of an upcoming financial crisis. But it is a reason to examine who ultimately bears the risk if the AI investments do not deliver the expected earnings.In an equal-weighted ETF, the annual return over the last 32 years has been 7.7%. In a normal MSCI World ETF ACC, it has been 8.5%. Especially the last 10 years have been massive, due to IT / AI etc. The big question is what one believes for the coming 32 years. Or simply the coming 10 years.
- ·31.10.Article by Torsten Slok: Torsten Slok believes that AI has so far primarily benefited the large tech companies. The rest of the business community has not yet shown clear improvements in revenue per employee or profit margins. He fears that companies will begin to see AI as an extra expense rather than an investment that pays for itself. His main point: The AI boom will only become economically sustainable when ordinary companies can make more money from the technology - not just the tech companies selling it.
- ·2.10.Hi, we have started publishing ETF statistics for Nordnet customers, and in the month of September, iShares MSCI ACWI was among the top 10 most bought ETFs on the Nordnet platform! Check out the article here: https://www.nordnet.no/blogg/etf-statistikk-september-global-indeks-stikker-av-med-7-av-10-plasser-pa-kjopstoppen
- ·18.9.Historically, the 3rd year in a presidential term is the best. After the midterm election, sp500 will go up. It's a given.The midterm elections will probably curb Trump's approach to Russia and strengthen relations with old allies. Congress will be able to control that. But the Democrats will not put anything other than talk and protests into the pot when Trump does things that worsen living conditions and the uncertainty people have to live with. They do after all have a presidential election in 2 years to take into consideration. The Democrats must ensure that Trump keeps discontent high, but only do enough for people to understand that they want to change the mess.
- ·10.9.One should not automatically become nervous just because the American 10-year interest rate hits 4.8–5%. If it is due to a strong economy + high productivity + large investments + rising real interest rate, it is relatively positive. If it is due to inflation + debt fear + investors who do not want to buy American bonds = much more concerning. Precisely therefore, the American 10-year interest rate is interesting to follow. The most important thing is not just whether it goes from 4.8% to 5.2%. The most important thing is what drives it up there.
Uutiset
Tunnusluvut
Juoksevat kulut
0,20%Omaisuusluokka
OsakeKategoria
Maailma suuryhtiöt sekatyyli osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI All Countries World Index Net USD. In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that as far as possible and practicable consist of the component securities of MSCI All Countries World Index Net USD, this Fund’s Benchmark Index. The Fund intends to use optimisation techniques in order to achieve a similar return to the Benchmark Index and it is therefore not expected that the Fund will hold each and every underlying constituent of the Benchmark Index at all times or hold them in the same proportion as their weightings in the Benchmark Index.
Vastaavan tyyppisiä ETF:iä
Uutiset
Tarjoustasot
Omistukset
Jakauma
- Osakkeet99,6%
- Lyhyt korko0,4%
Asiakkaat katsoivat myös
Foorumi
- ·2 päivää sittenI think Jeff Gundlach raises some relevant concerns in his interview with OX Talks about private credit and the financing of the AI boom. Private credit consists of loans to companies outside the ordinary bond market. His concern is especially the combination of high debt, opaque valuations, and credit ratings that may underestimate the risk. Furthermore, some borrowers pay part of the interest by adding it to the principal. This gives the lender booked earnings, but no cash here and now. At the same time, data centers and AI infrastructure require enormous investments. If earnings come later than expected, customer contracts are not renewed, or financing becomes more expensive, the debt can become difficult to manage. AI may well become a technological success without all investors and lenders getting a good return. I am therefore following these publicly traded companies: • BlackRock – BLK • Apollo Global Management – APO • Mitsubishi UFJ Financial Group – MUFG • Blue Owl Capital – OWL • Blackstone Secured Lending Fund – BXSL • The Carlyle Group – CG • Brookfield Asset Management – BAM • Great Elm Capital – GECC • Ares Capital – ARCC They have different roles and risks. BXSL, GECC, and ARCC own loan portfolios where credit losses can directly hit equity and dividends. The asset managers often invest through clients funds, while MUFG also acts as a bank and loan arranger. The list is therefore a watch list – not a claim that everyone is equally exposed or has large exposure to data centers. The most important things to keep an eye on are more expensive financing, falling cash reserves, more interest paid with new debt, and write-downs by lenders. If several of these signals worsen simultaneously, the concern becomes more concrete. This is not proof of an upcoming financial crisis. But it is a reason to examine who ultimately bears the risk if the AI investments do not deliver the expected earnings.In an equal-weighted ETF, the annual return over the last 32 years has been 7.7%. In a normal MSCI World ETF ACC, it has been 8.5%. Especially the last 10 years have been massive, due to IT / AI etc. The big question is what one believes for the coming 32 years. Or simply the coming 10 years.
- ·31.10.Article by Torsten Slok: Torsten Slok believes that AI has so far primarily benefited the large tech companies. The rest of the business community has not yet shown clear improvements in revenue per employee or profit margins. He fears that companies will begin to see AI as an extra expense rather than an investment that pays for itself. His main point: The AI boom will only become economically sustainable when ordinary companies can make more money from the technology - not just the tech companies selling it.
- ·2.10.Hi, we have started publishing ETF statistics for Nordnet customers, and in the month of September, iShares MSCI ACWI was among the top 10 most bought ETFs on the Nordnet platform! Check out the article here: https://www.nordnet.no/blogg/etf-statistikk-september-global-indeks-stikker-av-med-7-av-10-plasser-pa-kjopstoppen
- ·18.9.Historically, the 3rd year in a presidential term is the best. After the midterm election, sp500 will go up. It's a given.The midterm elections will probably curb Trump's approach to Russia and strengthen relations with old allies. Congress will be able to control that. But the Democrats will not put anything other than talk and protests into the pot when Trump does things that worsen living conditions and the uncertainty people have to live with. They do after all have a presidential election in 2 years to take into consideration. The Democrats must ensure that Trump keeps discontent high, but only do enough for people to understand that they want to change the mess.
- ·10.9.One should not automatically become nervous just because the American 10-year interest rate hits 4.8–5%. If it is due to a strong economy + high productivity + large investments + rising real interest rate, it is relatively positive. If it is due to inflation + debt fear + investors who do not want to buy American bonds = much more concerning. Precisely therefore, the American 10-year interest rate is interesting to follow. The most important thing is not just whether it goes from 4.8% to 5.2%. The most important thing is what drives it up there.
Tunnusluvut
Juoksevat kulut
0,20%Omaisuusluokka
OsakeKategoria
Maailma suuryhtiöt sekatyyli osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI All Countries World Index Net USD. In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that as far as possible and practicable consist of the component securities of MSCI All Countries World Index Net USD, this Fund’s Benchmark Index. The Fund intends to use optimisation techniques in order to achieve a similar return to the Benchmark Index and it is therefore not expected that the Fund will hold each and every underlying constituent of the Benchmark Index at all times or hold them in the same proportion as their weightings in the Benchmark Index.
Vastaavan tyyppisiä ETF:iä
Uutiset
Foorumi
- ·2 päivää sittenI think Jeff Gundlach raises some relevant concerns in his interview with OX Talks about private credit and the financing of the AI boom. Private credit consists of loans to companies outside the ordinary bond market. His concern is especially the combination of high debt, opaque valuations, and credit ratings that may underestimate the risk. Furthermore, some borrowers pay part of the interest by adding it to the principal. This gives the lender booked earnings, but no cash here and now. At the same time, data centers and AI infrastructure require enormous investments. If earnings come later than expected, customer contracts are not renewed, or financing becomes more expensive, the debt can become difficult to manage. AI may well become a technological success without all investors and lenders getting a good return. I am therefore following these publicly traded companies: • BlackRock – BLK • Apollo Global Management – APO • Mitsubishi UFJ Financial Group – MUFG • Blue Owl Capital – OWL • Blackstone Secured Lending Fund – BXSL • The Carlyle Group – CG • Brookfield Asset Management – BAM • Great Elm Capital – GECC • Ares Capital – ARCC They have different roles and risks. BXSL, GECC, and ARCC own loan portfolios where credit losses can directly hit equity and dividends. The asset managers often invest through clients funds, while MUFG also acts as a bank and loan arranger. The list is therefore a watch list – not a claim that everyone is equally exposed or has large exposure to data centers. The most important things to keep an eye on are more expensive financing, falling cash reserves, more interest paid with new debt, and write-downs by lenders. If several of these signals worsen simultaneously, the concern becomes more concrete. This is not proof of an upcoming financial crisis. But it is a reason to examine who ultimately bears the risk if the AI investments do not deliver the expected earnings.In an equal-weighted ETF, the annual return over the last 32 years has been 7.7%. In a normal MSCI World ETF ACC, it has been 8.5%. Especially the last 10 years have been massive, due to IT / AI etc. The big question is what one believes for the coming 32 years. Or simply the coming 10 years.
- ·31.10.Article by Torsten Slok: Torsten Slok believes that AI has so far primarily benefited the large tech companies. The rest of the business community has not yet shown clear improvements in revenue per employee or profit margins. He fears that companies will begin to see AI as an extra expense rather than an investment that pays for itself. His main point: The AI boom will only become economically sustainable when ordinary companies can make more money from the technology - not just the tech companies selling it.
- ·2.10.Hi, we have started publishing ETF statistics for Nordnet customers, and in the month of September, iShares MSCI ACWI was among the top 10 most bought ETFs on the Nordnet platform! Check out the article here: https://www.nordnet.no/blogg/etf-statistikk-september-global-indeks-stikker-av-med-7-av-10-plasser-pa-kjopstoppen
- ·18.9.Historically, the 3rd year in a presidential term is the best. After the midterm election, sp500 will go up. It's a given.The midterm elections will probably curb Trump's approach to Russia and strengthen relations with old allies. Congress will be able to control that. But the Democrats will not put anything other than talk and protests into the pot when Trump does things that worsen living conditions and the uncertainty people have to live with. They do after all have a presidential election in 2 years to take into consideration. The Democrats must ensure that Trump keeps discontent high, but only do enough for people to understand that they want to change the mess.
- ·10.9.One should not automatically become nervous just because the American 10-year interest rate hits 4.8–5%. If it is due to a strong economy + high productivity + large investments + rising real interest rate, it is relatively positive. If it is due to inflation + debt fear + investors who do not want to buy American bonds = much more concerning. Precisely therefore, the American 10-year interest rate is interesting to follow. The most important thing is not just whether it goes from 4.8% to 5.2%. The most important thing is what drives it up there.
Tarjoustasot
Omistukset
Jakauma
- Osakkeet99,6%
- Lyhyt korko0,4%


