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Beliefs That Predict Returns and Beliefs That Attract Flows: Policy Insights and Sentiment Catering in Mutual Funds — by Zhenyu Gao, Wei Xiong, Jian Yuan
Using mandatory Outlook reports from Chinese mutual funds, we decompose each fund’s equity-market beliefs into macro fundamentals, government policy, and residual sentiment. Policy beliefs, rather than macro beliefs, predict subsequent market returns and help explain the positive alphas observed in China’s mutual fund industry. By contrast, residual sentiment strongly shapes equity allocations and attracts investor…
Digi Power X (DGXX) Q2 2026 Earnings Call Transcript
Image source: The Motley Fool. DATE Friday, Aug. 14, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer – Michel Amar President – Alec Amar Chief Technology Officer – Jagan Jeyapaul TAKEAWAYS Revenue — $6.6 million for the second quarter, reflecting the planned wind down of legacy mining operations as the company transitions to…
Meta is facing its ‘Big Tobacco’ moment — and investors can profit
Even a loss in the landmark youth-safety trial would do little to hurt Mark Zuckerberg’s empire.
Bidding war breaks out for easyJet as Apollo tops rival private-equity group’s bid
A bidding war has broken out for EasyJet, the British low-cost airline, with the second American private-equity bid.
investingLive Americas FX news wrap 31 Jul; It’s a wrap for the month of July
investingLive Americas FX news wrap 31 Jul; It’s a wrap for the month of July !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}
Statistical Notice 2026/05 – Implementation of Bank of England Statistics Taxonomy v1.3.1
Statistical Notice Background The Bank of England would like to remind firms that the updated Bank of England Statistics Taxonomy v1.3.1 is due for LIVE submissions relating to end-May data, due from mid-June 2026. This update follows the release of the public working draft and subsequent feedback received from firms. The updated taxonomy includes technical…