The Massachusetts Investors Trust was the first open-end mutual fund, meaning it allowed investors to buy in or sell out at the net asset value of the shares, which was calculated daily. This feature differentiated it from closed-end funds, making it far more accessible and flexible for individual investors.
Welcoming the new year with new beginnings and opportunities, we are happy to announce that Rob da Silva joins the Research IP team as Head of Research.
The 2023 Stress Test Results and the Delinquency Rates from Federal Reserve System, and the report from CoreLogic collectively give a positive insight about the United States financial landscape.
Real interest rates have rapidly increased recently as monetary policy has tightened in response to higher inflation. Whether this uptick is temporary or partly reflects structural factors is an important question for policymakers.
Before investing in funds with performance fees, it's crucial for investors to thoroughly understand the fee structure, potential investment risks, and the ability of the manager to make informed decisions in line with their mandate.
