Hints and tips:
...The stellar performance of a handful of tech names have helped the S&P outperform European benchmarks, not just in the past year but the past decade....
...A competent team of plumbers is sorely missing....
...Stock benchmarks like the S&P 500 and FTSE 100 would fall as investors factored in materially weaker corporate earnings....
...Global demand for plastics, which makes up 50 per cent of petrochemical demand, is expected to nearly double by mid-century, according to S&P Global Commodity Insights....
...In another test, S&P looked at US mutual funds....
...said Karen Ward, chief market strategist for Europe at JPMorgan Asset Management late last year. “That’s the question we’re asked.”...
...S&P Global expects global copper demand to double by 2035 to nearly 49mn metric tonnes....
...Then again, consensus forecasts for S&P 500 earnings growth in 2023 is just 4 per cent. To be fair, Mastercard trades at 33 times forward earnings, hardly cheap....
...The two major US stock indices — the benchmark S&P 500 and the tech-heavy Nasdaq Composite — have pulled out of bear-market territory this year to rise 16.5 and 33 per cent respectively....
...Only six diversity officers at S&P 500 companies have become named executive officers, according to ISS Corporate Solutions, a data provider. The roles have also faced mounting criticism....
..., and by joiners, carpenters, electricians and plumbers from Bell Interiors....
...For the US benchmark S&P 500 index, the current Cape ratio is just under 29 versus a long-run average nearer 17....
...Led by former England player Karen Carney, the study implored the Football Association to seek strategic investment to help put the building blocks in place for future sustainability....
...“Inflation may fall, but the era of ultra-low inflation is behind us,” said Karen Ward, chief global strategist for Europe at JPMorgan Asset Management....
...The “increasing flurry” refers to aggregates maker CRH and plumbers’ merchant Ferguson....
...In the US, Bridgewater named a third CIO, Karen Karniol-Tambour....
...Custody banks are often likened to unglamorous plumbers working behind the financial scenes....
...Two Mauritius-based Elara funds — the Elara India Opportunities Fund and Vespera — have been significant investors in Adani’s publicly traded companies, according to data from S&P Global Intelligence....
...Daniel Yergin, vice-chair of rating agency S&P Global and an energy markets expert, said he had never seen such a focus on geopolitics in 25 years of coming to the annual meetings....
...Not only were the rioters chanting “Hang Mike Pence” as they walked through the hallways of the US Congress, but the vice-president was huddled in a room just 40 feet away from them, as his wife Karen drew...
...With the S&P price index at over 22 times, this measure of earnings is still uncomfortably above the long-term average....
...According to Karen Ermel, associate director of responsible investing at London-based private bank Coutts, it is a “growing market”, although currently less popular with clients than other “new” investments...
...Karen Ward, chief market strategist for Europe at JPMorgan Asset Management, is not convinced. “We are in peak inflation hysteria at the moment,” she says....
...More than three times the number thought it would be the US, despite the fact that at this point the S&P 500 index sat at a valuation equivalent to 23 times forward earnings versus 18 times for the MSCI...
...When I raised these issues with Karen Wong, State Street’s head of sustainable investing, she said the focus on voting rates was too simplistic....
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