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...Frankfurt-based asset manager Deka, which is a top 10 shareholder in Munich Re and a top 20 shareholder in BASF according to data from S&P Global, last year adopted a similar voting policy to ISS....
...And you’d have been worrying about inflation a year and a half before Jay Powell said it was “probably a good time to retire” the “transitory” label: Monetarism, the idea that changes in the quantity of...
...S&P declined to comment and Visible Alpha did not respond to a request for comment....
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...I bought an S&P 500 fund a few weeks later, selling again in September for a tidy 12 per cent profit. I felt smug after share prices dropped almost a tenth over the subsequent two months....
...But if you’d bought the dip each time a 25 per cent decline happened in the Brazilian, Italian, Hong Kong, Argentinian or Russian markets, you’d likely be cursing yourself....
...Against such an economic backdrop, you’d expect similarly robust earnings growth. But judging by bottom-up analyst estimates, that’s not happening....
...cash-pay; d) something else....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...S&P Global’s flash eurozone composite purchasing managers’ index, which measures business activity across the bloc, rose to an eight-month high of 48.9 this month, up from 47.9 in January....
...That figure is a remarkable 8 percentage points ahead of the S&P 500....
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...“It holds a lot of weight when we calculate loan-to-value, or our measure of leverage,” said Jennifer Panger, the lead S&P analyst covering Icahn Enterprises....
...For a stock that is expected to increase earnings below the S&P 500’s average pace this year and next, that’s still a lot....
...The S&P 493, up 22 per cent, has had a hell of a solid run, too. It is true that the Mag 7 have contributed a huge chunk of value created in this rally....
...“The risk was that the market would keep rallying and that they’d underperform.”...
...Long-run measures of economy-wide R&D have surged: Both parties now embrace a larger role for government....
...A fierce year-end rally that began at the end of October has given way to a wheezing sideways market in January, during which two-thirds of the S&P has had negative price returns and the gains, such as they...
...The first is a standalone public company — albeit with a lot of other businesses bolted on — while the latter two are part of broader listed companies, S&P Global and LSEG respectively....
...I’d want to see comparisons of leadership today to financial performance a decade hence. A single financial measure is not nearly enough, and operating margins are a particularly bad choice....
...The S&P 500 closed at an all-time high on Friday after a blistering rally in tech stocks....
...As a result, equity markets are already more jittery — not a positive for oil. Since 2000 oil prices have rarely continued rising when the S&P 500 has a sustained decline....
...You’d be forgiven for thinking that the rise and rise of a few successful firms was cause for celebration. But it has given a lot of people the heebie-jeebies....
...“I wouldn’t be a big buyer of banks . . . I’d be no better than equal weight.”...
...of their trades in S&P 500 options today are in 0DTE contracts....
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