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...April 15-21, Via Guglielmo Pepe 16 L’Appartamento by Artemest Last year, Italian online furniture platform Artemest debuted L’Appartamento, an installation in a 1930s apartment that saw them ask six interior...
...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....
...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....
...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....
...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...
...Europe also boasts the Amundi MSCI India II Ucits ETF, which tracks the same index as the iShares ETF, and the L&G India INR Government Bond Ucits ETF, for those interested in fixed income....
...“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...
...Looks like S&P Ratings doesn’t find “attestations” especially convincing, either....
...This week’s [CPI and PPI] data, and in particular the implications for the real fed funds rate over the coming months, have added to those risks....
...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....
...Rating agency S&P Global has forecast that, by June 2024, corporate default rates in the US will rise to 4.5 per cent, up from 1.7 per cent at the start of 2023....
...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....
...So I think I’m a great S&P 500 tracker fund guy....
...Policy should be changed to encourage insurers and pension funds to invest outside the capital to reduce regional inequalities, he added....
...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....
...Since the start of last year, he has underperformed a low-cost S&P 500 tracker. Several other of the most-followed copy traders have also started to lag behind after doing well before the pandemic....
...You would not stay there very long unless you boosted the P&L....
...L’Oréal recently bought the latter for $2.5bn or 4.7 times last year’s sales. Creed generated over €250mn of revenues in the year to March....
...Global luxury brands LVMH and L’Oréal collectively account for almost a quarter of the returns from French stocks. These are not outliers....
...figures US: September retail sales figures Results: Albertsons Q2, Bank of America Q3, Bank of New York Mellon Q3, Bellway FY, Ericsson Q3, Goldman Sachs Q3, JB Hunt Q3, Johnson & Johnson Q3, Jupiter Fund...
...The group recorded $1.4bn in net income in the second quarter, a rise of 27 per cent over the same period last year, buoyed by the recovery in the benchmark S&P 500 index....
...The performance of the S&P 500 index is now the most concentrated it has been since the 1970s....
...But renewable energy businesses need to borrow to fund big projects that are crucial to their growth....
...One day the Saudi Public Investment Fund may turn its attention to the turf. As Erskine Crum observes, there “are definite plans to introduce more high-quality racing in Saudi Arabia itself”....
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