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...is preparing for a showdown with shareholders at its annual meeting later this month over a pay package for its chief executive David Schwimmer that is benchmarked against big US data groups such as S&P...
...The fund’s performance in 2023 compares with a 24.2 per cent rise in the S&P 500 index and the FTSE 100’s 3.8 per cent gain....
...US asset managers Fidelity and Capital Group between them raised their stakes by more than SFr1.5bn and are now top-10 independent shareholders, according to data from S&P Capital IQ....
...in stock markets as global interest rates sharply climbed brought only a minor reprieve, with long/short equity funds falling 13.5 per cent, 6 percentage points less than the decline suffered by the S&P...
...S&P ranks BP’s long-term credit as A minus compared with Shell’s A plus, raising the cost of financing for the company....
...Email me: harriet.agnew@ft.com The Monaco hedge fund boss tied up with an indebted English town In March 2021, an official at Warrington Borough Council in the north of England listened to a pitch to invest...
...Many are now snapping up options tied to the S&P that profit if the market keeps on rising....
...Harriet Agnew is the FT’s asset management editor Find out about our latest stories first — follow @FTWeekend on Instagram and X, and subscribe to our podcast Life & Art wherever you listen...
...Ortenca Aliaj And so in years where you’ve had the S&P go down 20 per cent, you’ve had the multi-manager funds actually be up 15 or 10 per cent, in double digits....
...Chiefs of companies on the US S&P 500 index were paid three times more in 2022, earning on average $16.7mn (£13.6mn at the time), according to labour union federation AFL-CIO....
...The challenge to mutual fund dominance has been brewing since State Street launched the very first US ETF in 1993, an S&P 500 tracking fund known as SPY that now has $500bn in assets....
...The S&P 500 index rose 24.2 per cent in 2023 in comparison....
...While Blackstone was recently added to the S&P 500 index and KKR and Apollo hope to soon follow suit, Carlyle’s market capitalisation of less than $15bn is too small for it to qualify....
...So far this year, the S&P banks index is down about 12 per cent, while the benchmark S&P 500 has risen more than 13 per cent. An index of regional back stocks has lost almost a quarter of its value....
...The Vix — which measures the premiums investors are willing to pay to protect their portfolios against swings in the S&P 500 index and is popularly known as Wall Street’s “fear gauge” — fell to 12.4 this...
...Weaker than expected US consumer price inflation data released on Tuesday last week then gave stocks a further boost, with the S&P 500 and the tech-heavy Nasdaq Composite indices both enjoying their best...
...Another, P Schoenfeld Asset Management, has a smaller stake. All the activists declined to comment....
...Disney shares are up about 6 per cent this year, underperforming the broader S&P 500, which has gained about 24 per cent....
...As demand for ESG risk data has ballooned in size over the past decade, the likes of MSCI, Morningstar and S&P have acquired considerable power to influence and in some cases dictate which stocks and bonds...
...Companies in Wall Street’s benchmark S&P 500 index spent $175bn buying back shares in the three months to June, according to preliminary data from S&P....
...Email me: harriet.agnew@ft.com Lessons from the LDI debacle If you cast your mind back to this time last year, UK markets were in full-blown crisis....
...Email me: harriet.agnew@ft.com While you were away . . ....
...The hope among investors is that an AI boom will provide a big productivity lift, delivering us an Eden of high growth and low inflation....
...The FTSE 100 has lagged far behind New York’s benchmark S&P 500 and Europe’s region-wide Stoxx 600 in 2023. But some argue that UK stocks suddenly have the wind at their backs....
...The performance of the S&P 500 index is now the most concentrated it has been since the 1970s....
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