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...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....
...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....
...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....
...S&P already holds a negative outlook on the country....
...Indeed, net interest income is expected to be flat this year, says Jefferies....
...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....
...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....
...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....
...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....
...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....
...It is a market cap-weighted fund with 122 large and mid-cap constituents. A $2.3bn Ucits version is also available in 16 European countries....
...Other than the rewards they earn for validating transactions, miners also gain income from transaction fees on the network itself....
...By far the most popular active funds have been JEPI, with net inflows of $12.7bn, and its sister JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), with $5.4bn....
...fund can just scoop up the premium income....
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