Hints and tips:
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
...And — as a chart borrowed from Duncan Lamont at Schroders shows — the extent of concentration in the S&P 500 is not something investors are used to....
...The S&P 500 index hit an all-time high in mid-December, and has since made 7.5 per cent in further gains. This “has left many investors feeling nervous about the potential for a fall”, Lamont wrote....
...“They are not active managers, traditional stockpickers, moving into the active ETF space per se,” Lamont said....
...However, on November 1, S&P Dow Jones Indices stripped Nigeria from the S&P Select Frontier index that the ETF tracks at a “zero-price”....
...S&P this month downgraded Thames Water’s top-ranked class A debt to BBB-, the bottom rung of investment-grade, just one notch above junk....
...A little log thing the other day from Duncan Lamont at Schroders — hello, Duncan — was saying that actually, it’s fine to buy stocks at the high....
...Berkshire Hathaway’s portfolio, for example, includes only two ETFs and both offer exposure to the S&P 500....
...It recorded a 3.5 per cent loss in 2022, while the while the S&P 500 was down 18 per cent....
...At the end of 2014 the 10 largest companies in the S&P 500 in terms of market cap had a combined weighting of about 17.5 per cent, he said....
...Legg Mason accepted the deal terms....
...The plunge means this could be the right time to buy into battery technologies, says Kenneth Lamont, senior fund analyst at Morningstar....
...These two also had the highest correlation to the S&P 500....
...“There are clearly those with a bullish sentiment out there,” said Kenneth Lamont, senior fund analyst for passive strategies at Morningstar....
...In contrast, the SPDR S&P 500 ETF Trust (SPY) — which tracks large US companies — was down more than 15 per cent over the same time period....
...The SPDR Portfolio S&P 500 Growth ETF (SPYG) fell 53.8 per cent in its first year of trading in 2000-2001 but has since bounced back to become a $12.2bn fund....
...Norman Lamont was the last UK chancellor to handle high inflation and recession, in the early ’90s....
...Inclusive Capital’s results were down 6 per cent in 2022, while the S&P 500 declined by 18 per cent, people familiar said....
...Kenneth Lamont, senior fund analyst for passive strategies at Morningstar, was less convinced, though....
...The Russell growth index is up 17 per cent from the low, beating the S&P’s 13 per cent and the Russell value’s 9....
...Moreover flows to and from leveraged ETFs, which provide magnified short-term exposure to an underlying market, such as the S&P 500, are “always contrarian”, he added....
...The surge in enthusiasm for these narrow bets is in contrast to that for US stocks at large, with three broad market ETFs — Vanguard S&P 500 (VOO), iShares Core S&P 500 (IVV) and SPDR S&P 500 ETF (SPY) —...
...The forward price/earnings ratio of the S&P 500 is 17.5. The FTSE 100 is on nine....
...The Teucrium Wheat Fund (WEAT), which invests in futures contracts, delivered returns of more than 48 per cent in the year to June 13, compared to -21 per cent for the $361bn SPDR S&P 500 ETF Trust, the...
...Lamont has also looked at how long losses have lasted in previous market collapses — in nominal terms....
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