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...Frankfurt-based asset manager Deka, which is a top 10 shareholder in Munich Re and a top 20 shareholder in BASF according to data from S&P Global, last year adopted a similar voting policy to ISS....
...grand prix season in Bahrain....
...He also expressed a wish to re-read Dante’s Inferno....
...Levels of custom spend were “jaw-dropping”, said chief executive Adrian Hallmark....
...But we’re not comparing it to any company in the S&P 500. We’re comparing it to the S&P 500, which is a continuously updated group of companies. It’s not like the S&P 500 is gonna disappear....
...Khouri herself puts it down to her jewellery reflecting the moment we’re living in: “It doesn’t date you to a specific time,” she says. “It’s relatable because it’s from your era....
...Argus subsequently grew by acquiring other companies and counts Platts, part of credit rating company S&P, among its competitors....
...We’re not saying it doesn’t matter at all. But for investors interested in a quick temperature check of the economy, money may not have much to offer....
...“If you’re interested in designing the future of how we interact, both with each other and with computers, this area is the place to do it because expectations will shift dramatically.”...
...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....
...We’re on track to grow at a 2.5 per cent rate in the first quarter, according to the Atlanta Fed’s GDPNow service, above the long-run trend and an impressive addition to the strong growth record....
...If P&C reinsurers tend to hover in the background, life reinsurers are not even at the party....
...“We’re at the peak of the rate cycle. Yes, the expectations have been pushed back, but we’re still expecting the rate-cutting cycle to begin.”...
...“Anglo will need to create a compelling alternative if they’re going to defend this,” they said....
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...In our view, this probably explains their strong re-rating (forward P/E of 27.2x), and why they are trading at a 110% premium to the STOXX 600 (13.0x)” wrote....
...Now widely followed, momentum has surged to become one of the best performing factors this year (if you’re using the S&P 500 as your proxy)....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...They say if you do this then you’re in; if you don’t do it then you’re out....
...You’re a billionaire — you’re allowed to. But we’re not.”...
...“We have a responsibility to our shareholders to implement strategies and actions that are within our own control, and that’s what we’re doing.”...
...That could be what is happening in the p/e chart above. That would not necessarily signal the death of the size factor. One good read Sport gambling is proliferating in the US....
...For S&P 500 companies, it is down by 13 percentage points to 44 per cent over the past 10 years, according to ISS-Corporate. In France, just 12 companies in the Cac 40 index still combine the roles....
...“That’s impressive because we’re at a point right now where the industry’s growth in the last two years has been driven entirely by price,” said Jason English, an analyst from Goldman Sachs....
...In fact, they’re so good that consistently generating outperformance is getting harder....
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