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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....
...“It has to be driven by growth, growth, lots of growth and that’s always a little bit scary when your base case is the blue sky case.”...
...Employment law cases are messy and human....
...Katie MartinSo in real life, this person who’s giving you $1bn or like the person in the street who’s just, like, looking at how fund managers perform, ultimately they look at the S&P 500 and they say, well...
...The objection came from UK activist investor Bluebell, which wants more board oversight of the asset manager’s approach to sustainable investing....
...Financial markets closed Germany: monthly import prices data US: monthly construction spending figures plus final S&P Global manufacturing purchasing managers’ index (PMI) data Tuesday EU, France, Germany...
...In any case, pursuing an ESG agenda is not restricted to BlackRock; plenty of active managers do the same....
...Call it a case of senioritis for Andrew Golden. The Princeton University endowment chief is retiring from his post after three decades....
...Yet it relies on active managers living up to their promises on voting, dumping bad companies and actively selecting stocks. Their case is not currently convincing....
...UBS’s base case is still for two cuts this year, because of Powell’s comments....
...They noted it might take longer in this case as Moody’s has a stable outlook and S&P rates it two notches above junk....
...Long-short managers complained for years that ultra-low interest rates allowed weaker companies — which would previously have been excellent targets to short — to stumble on for longer and, in some cases...
...In a worst-case scenario where the Federal Reserve is forced to keep rates on hold for months to come or even raise them, smaller companies are likely to be the hardest hit....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...That is not the bank’s base case, but with its target of 5,200 for this year already in the rear-view mirror, chief US equity strategist David Kostin is laying this out as a potential framework for superbulls...
...Covered call ETFs generate income by writing and selling options on their underlying holdings — in JEPI’s case, large-cap stocks in the S&P 500....
...He’s how some basic numbers line up with Chevron (numbers from S&P CapitalIQ): Shell has been getting smaller, Chevron larger....
...Uma Moriarity, who sits on the investment committee at real estate asset manager CenterSquare, likes senior living facilities....
...The author is a former portfolio manager. Email: stuart.kirk@ft.com; Twitter: @stuartkirk__...
...However, on November 1, S&P Dow Jones Indices stripped Nigeria from the S&P Select Frontier index that the ETF tracks at a “zero-price”....
...“Japan is an especially interesting case from a behavioural perspective,” said Michael Metcalfe, head of global market strategy at State Street....
...“The oil market is waiting,” said Daniel Yergin, author and vice-chair of S&P Global....
...Surging investor interest in these ETFs has spurred large asset managers such as BlackRock and AllianceBernstein to enter the market to compete with established buffered ETF issuers, including Innovator...
...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 in February, as growth in services offset declines...
...There will also be a chance for large nation growth comparisons with the latest purchasing managers’ index reports for G7 countries and India, among others, on Tuesday....
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