Hints and tips:
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...Time Warner’s are down 15 per cent, while Walt Disney’s are off by a similar amount, on fears of slowing growth at its ESPN channel. By contrast, the S&P 500 is flat over the same period....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...THE MARCH by E.L....
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