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...The Granolas’ share of the Stoxx Europe 600 index has climbed to 25 per cent, approaching the Magnificent Seven’s 28 per cent weighting in the S&P 500....
...around 3.8% of the total value of all S&P 500 shares traded (or the equivalent of just over 100,000 E-mini S&P 500 futures — as an old futures and options trader, these numbers made me gulp!)....
...The best paper on this is probably Jean-François L’Her, Rossitsa Stoyanova, Kathryn Shaw, William Scott, and Charissa Lai’s paper “A Bottom-Up Approach to the Risk-Adjusted Performance of the Buyout Fund...
...The biggest offender I could find is the L&G Tracker Trust CTF, which launched in 1999 and in 2023 still has an eye-watering ongoing charge of 1.56 per cent for the £1.3bn invested in the fund....
...States’ rainy-day funds had climbed to $136.5bn at the end of fiscal 2022, according to S&P Ratings, a 71-per-cent increase from $80bn in 2019....
...So I think I’m a great S&P 500 tracker fund guy....
...But renewable energy businesses need to borrow to fund big projects that are crucial to their growth....
...With such a high proportion of a market’s value created by so few groups, it feels fair to question the tool kits of asset allocators and, more broadly, the product line-up of fund management firms....
...By value, investment Isas now account for the lion’s share (62 per cent) of the total £741bn held inside these tax wrappers....
...Funds wise, I’d go for the Xtrackers Nikkei 225 UCITS ETF, which charges just nine basis points, or the L&G Japan Equity UCITS ETF....
...Here HoldCo says SVB got the halo of being a tech stock, not a bank stock: HoldCo also said SVB could revert quickly to its previous valuation: Here, HoldCo points out that SVB’s P&L unusually benefited...
...Analysts at Citi have warned that European real estate values could fall by up to 40 per cent by the end of 2024....
...The best-performing battery metal exchange-traded fund available to UK investors this week was the L&G Battery Value-Chain ETF, a mix of miners and battery manufacturers that had annualised returns in the...
...Money is pouring into money market funds as investors seek safety: $286bn in March, the FT reports....
...Or if you’ve just got a lot of leveraged repo or interest rate swaps without huge amounts of excess collateral and your collateral value drops at the time that your P&L starts to stink and variation margin...
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
...Most derivatives are settled on a net basis: on the settlement date, the “winner” of the trade receives a payment from the “loser” reflecting the P&L....
...I think there is a shot for real value.” One prominent onlooker found it convincing. “Call me crazy, but I think @sbf is telling the truth,” tweeted hedge fund billionaire Bill Ackman....
...Finally, modern private equity is adept at shunting risk capital on to the tax-deductible debt side of the P&L....
...Since peaking in value in February 2021, at over $28bn, its share price has halved....
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
...Many of the big issuers of exchange traded funds, such as WisdomTree, Deutsche Bank and Legal & General Investment Management, are active in the S&L space....
...Landsec has bought a 75 per cent stake in MediaCity in Salford, previously a 50-50 joint venture between Legal & General and Peel L&P....
...In early 2020 — when coronavirus had not yet become a global emergency — the government unveiled an 8bn dirham ($900m) fund to finance small and medium enterprises over the following three years, along with...
...From top to bottom, from CEO compensation to divisional budgeting and P&L to managerial targets, structures and incentives, we’ve built private firms from the ground up to do one thing really well: extract...
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