Hints and tips:
...The S&P/TSX Renewable Energy & Clean Technology index fell by almost 37 per cent between the end of 2021 and 2023....
...Marcus and Moriarity both like “necessity retail”, meaning high-traffic supermarkets in well-off suburbs. These have the appeal of acyclicality; people keep going to the grocery store in a recession....
...European equities opened lower on Tuesday, deepening a drop on Monday that Marcus Widén, an economist at SEB, said should “primarily be seen as a necessary breather after a very strong month”....
...Marcus Moore, a portfolio manager for Osterweis in San Francisco, said he does not pay much attention to specific ESG credit scores from rating agencies and that the numbers should not be a deciding factor...
...Schmitz makes the point in two charts. The first shows the share of stocks with a p/b below 1, in blue, and below 0.7, in orange....
...In 2013, net foreign fund flows to Japanese stocks totalled $153bn, calculates Nick Schmitz, Japan portfolio manager at Verdad Capital....
...Since then the retailer has been grappling with a high debt burden, freight-cost inflation and sliding revenue, according to S&P Ratings....
...You would not stay there very long unless you boosted the P&L....
...The Wall Street benchmark S&P 500 rose 1.5 per cent to its highest level since August, marking its third straight week of gains with a 1.8 per cent increase....
...“There’s definitely an investment renaissance in the US right now,” said Paul Gruenwald, chief economist at S&P Global Ratings....
...I am somewhat surprised by this and ask Doctor P if he witnessed this himself. “The man just has a heart of gold, helping people.”...
...Its high-yield Marcus saving account is offering an interest rate of 3.3 per cent. Financial conditions have eased. Inflation metrics are beginning to look favourable....
...By 2021, wealth management alone accounted for nearly a third of after-tax profits for Morgan Stanley, triple the proportion of 2010, according to S&P Capital IQ....
...But prices have been growing recently, says Marcus Dixon, director of residential research at JLL....
...With inflation falling, but at a much more gradual pace than on the way up, the opportunity for [a] policy mis-step is greater,” said Marcus Brookes, chief investment officer at Quilter Investors....
...Less noted is the fact that it has outperformed Bank of America, JPMorgan Chase and the S&P 500. An activist might make money in Goldman, but I have to think there must be softer targets out there....
...Goldman’s stagnant revenue mix has meant that, although its share price has outpaced the benchmark S&P 500 index under Solomon as its profits have grown, the company’s price-to-book ratio, which compares...
...In May, a Chinese J-16 fighter intercepted an Australian P-8 maritime surveillance aircraft over international waters and released “chaff” including aluminium that was ingested by the engine of the plane...
...Take a break from the news FT Globetrotter got a first look at the new seafood restaurant Hav & Mar from Marcus Samuelsson....
...The S&P Global Luxury index is down by about 30 per cent this year....
...A total of 51 large retailers filed for bankruptcy in the US in 2020 — a decade high, according to S&P Global Market Intelligence....
...The fund gained 19.6 per cent in November alone, according to the investor letter, a month when the S&P index was up 10.8 per cent....
...The news might plausibly have just helped push the S&P 500 into a bear market and will strengthen the usual calls for regulation....
...tensions that innovators must master, and provides a portfolio of strategies extracted and generalised from the lived experience of effective leaders in a range of industries and types of enterprises, such as P&...
...Peltz’s stint at Unilever will probably be a smoother one than at P&G, where he waged a bitter proxy battle, Lex notes....
International Edition