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Transcript
Transcript: Active changes to passive indices
...Let’s look at the S&P then, right? So you’ve got to be big. You’ve got to be liquid for the S&P 500. You also have to have a certain number of quarters of profitability in order to get in....
April 23, 2024
Skin in the GameStuart Kirk
S&P exceptionalism versus ‘expensiveism’
...The S&P 500 isn’t at such extremes today....
February 9, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Unhedged
Dealing with the dividends doubters Premium content
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
February 21, 2024
Corporate bonds
Could change of control covenants put a drag on M&A?
...We’ll just note that S&P currently rates Paramount Global one notch above junk with a stable outlook....
February 9, 2024
Transcript
Transcript: The Five Minute Investor — Magnificent Seven
...If you have any exposure to the S&P 500, then the S&P 500, the biggest index on the planet, is dominated by these names. Claer Barrett Even global indices. Katie Martin Even the global indices....
April 23, 2024
Unhedged
Regime change is here
...Private innovation investment may follow suit: S&P 500 capex has picked up and US manufacturing capacity is growing at the fastest rate since 2008....
April 19, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
February 6, 2024
InterviewLunch with the FT
Investor Nelson Peltz: ‘I’m not trying to fire Bob Iger, I want to help him’
...According to Centerview Partners, Trian’s five-year annualised returns to September 30 were 6 per cent, trailing the equivalent of 10 per cent for the S&P 500....
March 22, 2024
Transcript
Transcript: Two stock markets, two takes
...So the equal-weighted S&P 500....
January 23, 2024
Unhedged
How fast can Big Tech grow? Premium content
...I’m not sure....
November 29, 2023
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
March 27, 2024
Skin in the GameStuart Kirk
Should investors care about geopolitics?
...On average, the S&P 500 immediately fell 1.2 per cent. It then drops another 5 per cent over the next three weeks....
January 19, 2024
LexHelen Thomas
The Lex Newsletter: Is BILGE the next threat to London? Premium content
...You can argue about how big the UK market valuation discount really is, compared with the crude price-earnings basis that values the S&P 500 at double the FTSE 100....
February 16, 2024
Skin in the GameStuart Kirk
A year of ups and downs . . . and ups
...Roll forward and the S&P is now a smidgen above my selling price again, so I’m looking a tad less clever....
November 17, 2023
Cryptocurrencies
We need to talk about Franklin Templeton
...It’s only barely enough for inclusion into the S&P 500....
January 19, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Rana Foroohar
Beware AI euphoria
...They have pushed the concentration of the S&P 500 to a historic extreme....
March 25, 2024
Adventurous InvestorDavid Stevenson
Fintech finally starts to add up for investors
...The KBW Nasdaq Fintech index is up 31 per cent over the past year, compared with a return of 25 per cent for the broader S&P 500....
April 19, 2024
Unhedged
Aswath Damodaran: ‘Investing is an act of faith’ Premium content
...Unhedged: Do you think the S&P 500 is fairly valued right now? Damodaran: There are four elements to value. The first is how much earnings these companies generate....
March 15, 2024
Skin in the GameStuart Kirk
The rally in Asian stocks hasn’t dulled my bitcoin pain
...Likewise if we want to make a relative call, say against a S&P 500 fund....
March 15, 2024
Stuart Kirk
The festive case for faith-based investing
...This means that the S&P 500 relies to an even greater extent on hope rather than fundamentals....
December 22, 2023
Transcript
Transcript: The Unhedged Awards
...S&P 500. UBS isn’t even in the S&P 500. That was as wrong an answer as it is possible for a person . . . Katie MartinIt’s also not in the same category. And what are you talking about, Wu?...
December 21, 2023
Energy Source
Five trends that will dominate the energy sector this year Premium content
...The market needs 10-15 large final investment decisions this year to generate confidence that the fuel is primed for rapid growth, says S&P. (Amanda Chu) 4....
January 4, 2024
Markets volatility
An oral history of the fear index
...There was no liquidity in S&P 100 options....
September 20, 2023
Transcript
Transcript: The great British bargain show
...You’re looking at like a 4 per cent dividend yield on the FTSE 100 nearly versus, you know, 1 per cent on the S&P 500....
March 26, 2024
Transcript
Transcript: The year ahead, according to AI, and humans
...Who’d like to start? Robert ArmstrongI’ve got the obvious one, the S&P 7 versus the S&P 493. That is the Magnificent Seven versus the rest of the field....
January 1, 2024

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