Hints and tips:
Related Special Reports
...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....
...While some overwrite on the S&P 500® index, others overwrite on the Russell 2000 or Nasdaq 100 indices, or even single stocks and sectors (not surprisingly, mega-cap Tech buy-write funds have been particularly...
...In another test, S&P looked at US mutual funds....
...He pointed to the latest updates to long-running research by S&P Dow Jones Indices which shows that over 15 years more than 90 per cent of actively managed large-cap funds underperformed the S&P 500, and...
...They would pump in $1.8bn in debt to refinance maturing loans and fund working capital and the growth of new clubs, Equinox said in a press release on Friday....
...Funds that equal weight the S&P 500 index — buying the same amount of every stock irrespective of its size — saw record inflows last year, even though this approach hit investors in the pocket as the tech...
...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....
...We’re just a few days from the end of 2023, and 72 per cent of S&P 500 stocks are underperforming the index year-to-date — the most since at least 2000, according to the data....
...Using only the quilt, which asset class do you think has made the most money for investors since 2000? If you guessed the navy square (S&P 500), congratulations!...
...It is out on its own — the Russell 2000 index of smaller companies is still around 20 per cent below the peak it hit in 2021, and is down by 1.2 per cent so far this year....
...Using ETF fund data from etfdb.com and equity market data from www.cboe.com, I calculated rebalancing flows for all US equity L&I ETFs on this day to be just over US$20 billion of equities sold, representing...
...The UK had mostly “missed” the post-2000 tech boom, Wilson said, but had some promising start-ups....
...In his letter, he said his short holdings had generated annualised alpha — outperformance relative to broad market indices such as the S&P 500 and Russell 2000 — of about 8 per cent since the 2018 market...
...The Nasdaq Composite index of techy stocks jumped nearly 40 per cent in the year, 20 percentage points more than on the US benchmark S&P 500....
...“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...
...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...
...Apple, Amazon and Microsoft, for instance, survived the 2000 crash, and came out stronger....
...And this picture is not (yet) as extreme as it was during the dotcom bubble of 2000, when the IT sector rose to 35 per cent of the S&P — before imploding....
...At the centre of the tale is a law that, in December 2000, New York became the first city in the US to pass....
...cent for the big-cap S&P 500....
...But the trailing P/E ratios are what they are, and Nvidia is even more expensive than Cisco was in 2000 on this metric....
...Unhelpfully for fans of history repeating itself, there are no real conclusions to be drawn on that; 1932 marked a bottom in the S&P 500 while 2000 came just after a peak....
...Ethan WuIt’s basically like a, it’s a video game that was really big in the 2000s and the 2010s. And it has a pretty sophisticated economy....
...The US has its “Magnificent Seven” tech stocks, Japan has its “Seven Samurai” and Europe has the “Granolas”: GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L’Oréal, LVMH, AstraZeneca, SAP and Sanofi....
...BHP, Rio Tinto, Glencore, Anglo American and Vale have an average price to forward earnings ratio of 8.5 times versus 18.5 for the S&P 500, according to S&P Capital IQ and Refinitiv....
International Edition