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...According to the S&P Index Versus Active Report, 80 per cent of equity managers of large capitalisation stocks underperform a benchmark like the S&P 500 over the five-year horizon....
...But perhaps more importantly — given that most L/S funds actually have a clear long bias — its “Hedge Fund VIP” index of the chunkiest long positions has performed strongly....
...Unlike many trading firms, Jane Street also makes a point out of paying its people according to their contribution to the broader company, rather than tying it to personal P&L or the earnings of their desk...
...There are dozens of these funds in the US but at the moment only one in the UK, again from Global X, called the S&P 500 Annual Buffer UCITS ETF (ticker SPAB)....
...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Fox shares closed up almost 2.5 per cent to $30.59 on Wednesday and are up about 9 per cent this year, narrowly underperforming the gain in the S&P 500 index....
...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....
...That slaps a £506 tax bill on £2,000 of dividend income, calculates Interactive Investor, an investment platform. About 4.4mn individuals face an average loss of £155mn on government numbers....
...S&P found that, in five of the six equity fund categories and three out of four fixed income sectors, not a single fund manager managed to stay in the top quartile for each of the next four years....
...Meta, Facebook’s parent company, spent the most of any S&P 500 company for a chief executive’s personal air travel that year, reporting $2.3mn on private flights for Mark Zuckerberg....
...And yet: Passive bond funds have seen cumulative inflows of nearly $2.8tn since the beginning of 2007....
...Indeed, net interest income is expected to be flat this year, says Jefferies....
...Last year, Enel’s net interest expense was €2.9bn ($3.1bn), on operating income of €12.8bn....
...Ben Whitmore, whose funds include the £2.1bn Jupiter UK Special Situations Fund and the £1.6bn Jupiter Income Trust, is leaving at the end of July to set up his own firm....
...and the S&P 500 down 4.3%....
...the S&P 500 within another Isa held with Vanguard....
...Nearly 2,000 ETFs launched in the US between 2019 and 2023, nearly double the 1,100 new mutual funds, according to Morningstar....
...S&P already holds a negative outlook on the country....
...The S&P 500 index closed up 0.2 per cent on Friday but managed a loss of 1.5 per cent over the shortened four-day trading week to begin 2024....
...“PE compensation is predominantly derived from the P&L of the firm — which is based on the management fee of the fund, and this is locked in for the life of the fund,” said Tom Thackeray, a partner at Heidrick...
...Non-sovereign fixed-income sales have picked up again this year and are approaching the $6tn mark, according to S&P Global....
...At the same time inflation is falling back towards 2 per cent, opening the way for multiple Fed rate cuts in 2024. That combination is pure oxygen for equities....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
...The FTSE 100 index is up just 2.1 per cent since the start of the year, while the S&P 500 in the US was up 25 per cent by midday on December 28....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
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