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S&P 500 Companies: A Complete Visual Breakdown

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The following content is sponsored by Scottish Mortgage Investment Trust

The Briefing

• 79% of remittance payments in 2022 were made to low and middle-income countries.
• Borderless, low-cost money transfer services like those provided by Wise can help immigrants support their families.

The Rise of Cross-Border Money Transfers

Visualizing BlackRock’s Top 25 Equity Holdings

Founded just 34 years ago in 1988, BlackRock has quickly become the world’s largest asset manager with over $9 trillion in assets under management (AUM).

The Briefing

• The 10 largest mutual fund and ETF providers did not change from 2021 to 2022.
• Vanguard and iShares, the top two brands, both saw net inflows in 2022.

The World’s Biggest Mutual Fund and ETF Providers

The global net assets of mutual fund and ETF providers totaled $38 trillion in 2022. Despite its massive size, the industry is dominated by a relatively small number of brands.

10-Year Annualized Forecasts for Major Asset Classes

While there’s no way of predicting the future, quantitative models can help us come up with a general idea of how different asset classes may perform in the future.

One example is Vanguard’s Capital Markets Model (VCMM), which has produced a set of 10-year annualized return forecasts for both equity and fixed income markets.