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...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....
...Stephen Poloz, who led the Bank of Canada from 2013 to 2020, has been given the task of convincing Canada’s pension funds, which manage more than C$4tn (US$2.9tn), to allocate more capital at home....
...At a price-to-book ratio of just 2, the Russell 2000 is currently cheaper than the 10-year average of 2.2, and the 40-year average of 2.1, Goldman Sachs notes....
...Stephen Poloz, who led the Bank of Canada from 2013 to 2020, is charged with convincing Canada’s pension funds, which manage more than C$4tn (US$2.89tn), to allocate more capital at home....
...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....
...Year-to-date things are looking only slightly better, with US equity long/short hedge funds trailing the S&P 500’s continued surge by about one percentage point. That’s all fine....
...Aided by the powerful showing of the megacap stocks, the S&P 500 chalked up a gain of 24.2 per cent last year, outshining the 14.4 per cent return of the mid-cap S&P 400 index and the 15.1 per cent of the...
...The US S&P 500 was little changed following the previous day’s losses....
...The $2.7bn Global X Robotics & Artificial Intelligence ETF (BOTZ), the largest fund with AI in its name in the US, has pulled in $672mn since the start of 2023, according to data from VettaFi, a consultancy...
...F1’s operating profit rose by 64 per cent to $392mn in 2023 from a year earlier, as revenues jumped to $3.2bn from $2.5bn....
...Back in 2019, my colleague Oliver asked Buffett if he should put Berkshire or an S&P tracker fund into his young son’s college fund....
...US equity funds drew $56bn of funds in the week to March 13 — more than the previous peak of $53bn set in March 2021, Barclays said on Friday, citing data from fund tracker EPFR Global....
...(Alphaville believes that using L’Oréal as an O is cheating, even if it makes your acronym look nicer.)...
...The data suggests Europe is experiencing a similar phenomenon to the US, where fund managers are increasingly concerned about the narrowness of a rally led by tech companies such as Nvidia, which surged...
...Sixth Street, one of the largest private lenders globally, and existing investor US private equity group Silver Lake, are leading the group....
...On the surface, this hasn’t happened (at least in the large-cap world), given the S&P 500 rose by 10.2 per cent in the first quarter while the fed funds futures market went from pricing in nearly seven cuts...
...In another test, S&P looked at US mutual funds....
...When l told my wife, she asked if I’d lost the house (which we owned outright). l said, no, even l was not that stupid. She then laughed and said that it ‘doesn’t really matter much then’....
...US-based Cleanspark held more than 5,000 bitcoins at the end of March, up 2,400 per cent on the same month a year ago....
...It’s a fun fact that one of the best performing investors in the world is the S&P 500 index committee. Over the past 20 years, their picks have now beaten 97 per cent of all US equity funds....
...There are dozens of these funds in the US but at the moment only one in the UK, again from Global X, called the S&P 500 Annual Buffer UCITS ETF (ticker SPAB)....
...A closely watched gauge of long-term US inflation expectations — the so-called five-year, five-year forward break-even rate — has nudged up to 2.26 per cent, from 2.15 per cent at the start of the year,...
...Puig is small compared with sector-leading peers L’Oréal and Estée Lauder, but has grown rapidly through acquisitions in the past decade, striking 11 deals in the past 12 years....
...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....
...The $483bn SPDR S&P 500 ETF Trust (SPY) had inflows equivalent to 14.9 per cent of its starting assets, the $397bn iShares Core S&P 500 ETF (IVV) 13.2 per cent and the $367bn Vanguard S&P 500 ETF (VOO) 16.4...
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