Hints and tips:
...They’ve kept the state-owned energy company called GB Energy for £8bn. They’ve kept a national wealth fund, which is all about decarbonising industry, and that’s £7bn....
...*sure, some are regulated by states or issued by public companies, but compared to proper money-market funds the regime isn’t exactly robust **as opposed to criminal defence lawyers...
...Also waiting to see how things play out is a small group of hedge funds that participated in a $50mn convertible debt offering this year after other funds had walked away and are sitting on more than $400mn...
...Invesco thinks this is a time for international stocks, small-caps, and family. Aww. BNY Mellon has once again resisted the temptation to work in a Boney M reference....
...Here are the one-year returns from a sample of them, plus the S&P 500: The standout performer, the God Bless America ETF, picks mid- and large-cap stocks by first excluding “companies that make left-leaning...
...Jennifer HughesIt sounds like the memestock mania from 2021, when we had those small caps like GameStop and AMC go crazy and everybody was talking about them....
...Things were a bit better for UK small-caps fund managers, but only relative to the ’mare that their bigger cousins suffered: About 67 per cent of UK funds specialising in smaller stocks underperformed in...
...That’s all the small print for now. See you back here next week. Goodbye....
...The suggestion here is that holding company has a very small number of powerful votes....
...Meanwhile small fund managers, particularly those with lacklustre investment performance, are grappling with rising costs and pressure on margins....
...Power Points Norway’s sovereign wealth fund, financed by the country’s oil riches, will vote against companies that do not have net zero plans. How a Russian oil tanker tried to disguise itself....
...small number of winners to put in their boutique fund....
...Or, as DD ventures to guess, a co-ordinated strategy by 3M to try to put a cap on what could potentially be billions in mounting liabilities....
...There was nothing small about it....
...David Potter resigned in May over what he saw as conflicts of interests between the UK small-cap fund and Gresham House, the specialist investment company that is its 23 per cent shareholder....
...Wednesday’s government U-turn followed further talks with the company. Analysts at UBS said the prime minister’s move was a reminder that the tax and licensing risks in Peru remained elevated....
...we are seeing in emerging markets, small caps and consumer discretionary sectors....
...pay the same tax as small local companies....
...Which is why it’s hard to spot genuinely good fund managers — and to judge them on past performance even over a few years is itself a form of the recency bias....
...But will the small club just get relegated again?...
...They are all the rage, at least in the US where an exchange traded fund is being launched to invest in these special purpose acquisition companies. That must mark a high water level for spacs....
...“We can have more conviction in the rally as we see cyclicals and small caps beginning to work.”...
...In the UK and US, this represents a total U-turn from previous years. For a long time, inflation was terrible for equities....
...UK pub operators and so forth are down on the England policy shift to cut the cap on social gatherings from 30 to six, except when there’s a till present....
...These are all small points of inclarity, as we say, though perhaps they will become less small over the next six to nine months. Jefferies upgrades Natixis to “buy”: 2Q20 results – the short view....
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