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...Almost 40 per cent of companies in the blue-chip S&P 500 index have mentioned AI or related terms in earnings calls in the latest financial quarter, according to data from Alphasense....
...He said Tokyo stocks had earnings per share growth over the past decade that outstripped the US S&P 500 index, but mostly sagging valuations....
...“I don’t think we’ll see a programme of rate cuts — say, once a quarter — but a more surgical, nip-and-tuck approach,” she added....
...Rob Arnott — founder of Research Affiliates — estimates that between the committee’s announcement and index rebalance day a month later, index funds needed to buy about $78bn of Tesla stock....
...Since a painful 10 per cent correction between July and October, the S&P 500 has risen more than 25 per cent....
...“When you think about places like Nigeria, when you think about places like Argentina, it’s very difficult for us as a US dollar-denominated company to create value”, Andre Schulten, P&G’s chief financial...
...“Non-US stocks typically trade at a discount to US stocks and today that discount is deeper than it has been in a long time,” Kraus said, adding that the S&P 500 was now at a 12-month trailing price/earnings...
...But statistics from ISS-Corporate, the data affiliate of the proxy adviser, shows investor pressure for change....
...“There is now a significant potential” for the EU to get rid of Russian molecules, said Ben McWilliams, affiliate fellow at the think-tank Bruegel....
...CATL’s overseas revenues were a fifth of total last year, up from 4 per cent in 2019, according to S&P Capital....
...Last year, ExxonMobil said its Canadian affiliate Imperial Oil was investing $560mn to build the largest renewable diesel facility in the country. Production is scheduled to start in 2025....
...The result, Research Affiliates says, is a suite of indices that look, smell and talk similar to the likes of the S&P 500, the Russell 1000 or the MSCI All-World Index, but actually walk a little better....
...In 2002, Research Affiliates founder Rob Arnott co-authored a paper with Peter Bernstein concluding that the historical average equity risk premium was about half of what most investors believed and stood...
...S&P Global Ratings and Moody’s have declared its debt to be in default, while the company and its creditors have hired lawyers for a possible loan restructuring....
...for the broader S&P 500 index....
...If you believe in a soft landing, buy (some) small-caps Unhedged has never put high odds on a soft landing, for the simple reason that monetary policy is not surgical....
...“When you have a huge new market, the presumption is the dominant players today will be dominant in 10 years, and that is not always true,” cautions Rob Arnott, chair of asset manager Research Affiliates...
...Friday interview: Rob Arnott Rob Arnott, whose quant-focused shop Research Affiliates runs $130bn, is perhaps best known as the doyen of “smart beta”, low-cost strategies that try to beat the market a little...
...An elite background might help you get a job at a multi-manager. You would not stay there very long unless you boosted the P&L....
...This basic point is made in a recent post by Rob Arnott and Omid Shakernia of Research Affiliates....
...“Eimear is a terrific leader with a strong track record of performance,” said Wirth. “She’s run big, complex businesses, including our affiliate in Kazakhstan....
...And that is a fundamental feature of an economy that we tend to take for granted in the United States, the way we take the success of anaesthesia for granted during a surgical operation....
...The S&P 500 has added 18 per cent so far this year, but seven large tech stocks have accounted for the majority of the gains....
...Among US households who have a television, fewer than 40 per cent subscribed to a cable or satellite service this year, down from more than 70 per cent in 2016, according to S&P Global Market Intelligence...
...It is not a hard-and-fast rule, but Akeroyd does have several Young British Artists on show — including Lucas and an early surgical cabinet by Damien Hirst....
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