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CEO projects share of sales will double as companies integrate technology into operations
...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
...At the top of the pile is the S&P 500, which is an absolute beast....
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
...Most of the nearly $500bn increase in assets under management in the first quarter was due to rising equity markets. In the US, the S&P 500 had its best first quarter since 2019....
...The S&P 500 isn’t at such extremes today....
...That’s an uncomfortable question to ask, in a world where we regularly hear of unscrupulous employers bullying, failing to pay overtime, or throwing qualified staff overboard, as P&O Ferries did so disgracefully...
...Flows into S&P 500 ETFs were boosted by a technical factor last year when the $533bn SPDR S&P 500 ETF Trust (SPY) pulled in $31bn in two days in December....
...Since closing the IHS deal, S&P’s share price is up about 13 per cent, slightly lagging its benchmark S&P 500 index....
...The rest of the eurozone “saw the best performance . . . despite growth slowing slightly”, S&P said....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...Activist investor Sparta Capital Management is calling on London-listed engineer Wood Group to consider a US listing to address the “continued underperformance of its shares”....
...Whenever there’s a study that dunks on active portfolio management, we’ll be here to cut and paste. Today’s active management dunk comes from Morningstar....
...Demands for a separate chair have come up at companies where management is under scrutiny for other reasons....
...But Cboe is tying itself into knots attempting to show that 0DTEs are some kind of sober risk management tool. They’re not. They’re lottery tickets on financial market outcomes....
...Whatever the strategy employed, overarching mandates of risk management and loss protection mean being underweight the winners so underperformance versus equity benchmarks is pretty much guaranteed....
...The S&P 500 is up 4 per cent year to date....
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...S&P Global’s flash eurozone composite purchasing managers’ index, which measures business activity across the bloc, rose to an eight-month high of 48.9 this month, up from 47.9 in January....
...The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...By this measure, model portfolio assets rose 48 per cent from $286bn to $424bn in the two years to June 2023, a period during which the S&P 500 was broadly flat....
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...Peter Keith, an analyst at Piper Sandler, told me that he has confidence in the new management team, but the risk is that the timing of turnarounds is inherently uncertain....
...) big enough to make a meaningful impact on Berkshire’s earnings, (b) possible to reliably value, (c) have trustworthy and competent management, and (d) are available at a reasonable price....
...State Street Global Advisors’ SPDR S&P 500 Ucits ETF has attracted €2.7bn in net inflows over the three months since its fee was cut to 0.03 per cent in November last year....
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