MARY T. CUSACK, for the use and benefit of the EQ/Large Cap Value PLUS Portfolio, the EQ/Core Bond Index Portfolio and the EQ/Mid Cap Value PLUS Portfolio | Search

Accessibility help Skip to navigation Skip to content Skip to footer

Showing results for MARY T. CUSACK, for the use and benefit of the EQ/Large Cap Value PLUS Portfolio, the EQ/Core Bond Index Portfolio and the EQ/Mid Cap Value PLUS Portfolio

Sort by

Viewing results 1‒25 of 130

UK equities
The hunt for good-value UK stocks
...“The more you go into the mid-cap and smaller-sized companies — the more idiosyncratic areas of the UK market — the more value emerges,” says Gergel. “It’s a great market for stock pickers.”...
March 29, 2024
Transcript
Transcript: A new day dawns for the yen
...It also could be a benefit to Japan’s economy writ large....
March 28, 2024
FT Live
Infrastructure Investment in Latin America and the Caribbean
Identifying opportunities for investors and asset managers
Wednesday, 12 June237 Park Avenue, New York, NY, USA
Unhedged
Albert Edwards sees ‘a multiyear bear market for bonds’ Premium content
...But you drill down below the mega caps and the large caps, and bankruptcies for 2023 are up 72 per cent year on year....
January 12, 2024
Private equity
Is private equity actually worth it?
...Well, you pay up in price (and give up in expected return) for features you value (not bugs you can’t stand). Attractive smoothness of returns may not come for free....
March 5, 2024
Investments
If the UK stock market is cheap, why doesn’t it go up?
...and the more domestically-focused mid-caps....
August 25, 2023
Investing in funds
ETFantasmagoria
...Here they are, courtesy of Stockanalysis.com: OK, many of the latest ones are perfectly fine — such as a brace of short-duration bond ETFs from Capital Group and Dimensional Fund Advisors, a large-cap US...
October 23, 2023
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Transcript
Investment masterclass: Are bonds back?
...They tend to be passive instruments that are sampling a very large universe of bonds to replicate the performance of an index. Active managers will take an active view on the economy....
August 29, 2023
ETF Hub
AI and ETFs: the machines are coming (but not always winning)
...Notable examples include South Korean Qraft Technologies’ three offerings — US Large Cap ETF (QRFT), US Large Cap Momentum ETF (AMOM), and the US Next Value ETF (NVQ), as well as the VanEck Social Sentiment...
April 24, 2023
Transcript
Investment Masterclass: Isa investing is changing
...And any gains made on the growth in the value of your investments is tax-free. So won’t be subject to capital gains tax....
October 17, 2023
Serious MoneyClaer Barrett
Time to buy UK small-caps?
...A striking feature of the Numis report this year was its list of “fallen angels” — 45 companies that have been squeezed out of the mid-cap or large-cap indices and now rank among the small....
January 19, 2023
UnhedgedRobert Armstrong
Techs good, transports bad Premium content
...The one shoe that hasn’t dropped yet are cap rates and debt yields on commercial real estate. The market is still somewhat upside down there trying to make sense of what’s going on....
April 28, 2023
CFA Institute
Good news: ChatGPT would probably fail a CFA exam
...And when its own answer didn’t match any of the options given, it chose the closest....
March 20, 2023
Adventurous InvestorDavid Stevenson
Healthcare could provide a tonic for bears and bulls alike
...In terms of listed funds, there are a handful of funds focused on large to mid-cap stocks such as Biotech Growth Trust (which I have owned in the past), International Biotech and BB Biotech, alongside a...
March 1, 2023
US banks
Small banks, big reach
...The problem of unrealised losses isn’t limited to regional banks, either. For example, the mark-to-market value of Bank of America’s held-to-maturity bond portfolio declined 16 per cent in 2022....
March 20, 2023
Unhedged
Banks fail, stocks shrug
...The Nippon Active Value Fund, which tracks small and mid-cap activist takeover targets, is up 18 per cent year to date: Though far from the only one, perhaps the most significant recent example is Dai Nippon...
March 31, 2023
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
Moral Money
A striking €2bn bet on hydrogen Premium content
...Tony Trzcinka, a senior portfolio manager at New Hampshire-based Impax Asset Management, bought $5mn worth of carbon-reduction linked bonds for the group’s core bond fund....
April 24, 2023
Global Economy
Does it matter that central banks are losing squillions?
...of the stance of monetary policy, the market value of the portfolio is likely to fall, and it is possible that this could result in unrealized losses on the SOMA portfolio....
February 1, 2023
FT Wealth
Carmignac shows faith in family business mindset as key to growth
...The Carmignac team constructs its portfolio using criteria that whittle down the universe of 700 or so family businesses to 35-40 positions, primarily in mid- to large-cap stocks....
November 21, 2022
Transcript
Investment masterclass: ‘Money is basically a fiction’
...But the reason for, that you’ve always been given that having bonds and stocks in your portfolio is, well, the bonds move inversely....
April 4, 2023
Investments
Investing in Europe’s holiday hotspots
...So for the benefit of savers who can’t take a break, FT Money has taken soundings from FT correspondents on the stock markets in European summer tourist destinations....
July 22, 2022
Unhedged
Peak inflation (we hope) Premium content
...Stuart calculates that the top 20 pharma companies have more combined cash than the total market cap of all small- and mid-cap, or Smid, biotech: Theoretically, the big pharmaceutical companies could buy...
May 31, 2022
News in-depthInvestments
How retail investors can navigate the rough terrain of US equities
...The Russell 2000 index of small-caps is at the lowest multiple of earnings in a decade, after adjusting for interest, tax, depreciation and amortisation....
July 8, 2022
ETF HubLatest news on ETFs
Non-transparent ETFs face up to first big tax test
...Of the 10 portfolio-shielding ETFs distributing capital gains, only two will hand off more than 5 per cent of the ETF’s net asset value: the $9m Natixis Vaughan Nelson Mid Cap ETF, which estimates an 8.9...
December 23, 2021
Isa Guide 2022
Investing in Isas at a time of turmoil
...Khalaf suggests investing in a broad tracker fund as the core of your portfolio and then adding tilts of what you think will do well on top of that....
March 11, 2022
UnhedgedRobert Armstrong
ESG, Russia, and the SEC Premium content
...[Between Fed tightening and Japan’s trade deficit] I don’t think it takes an awful lot for the yen to weaken. Weak bond markets is probably all you need to do it....
March 30, 2022

Previous pagePage 1 of 6Next page