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...Ark, which counts Tesla and Zoom Video Communications among its largest holdings, is up 12 per cent since the start of the year....
...Communications Q1 Tuesday Bank of England chief economist Huw Pill speaks at the London campus of the University of Chicago, Booth School of Business EU, France, Germany, India, Italy, Japan, UK, US: S&P...
...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....
...But, of course, there’s a reason why it’s widely called Shitibank; the sprawling, gormless Citi has for a v v v very long time proven adept at blithely ambling onto various rakes around the world....
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
...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....
...Bluebell does not publicly disclose its holdings, but co-founder Giuseppe Bivona said BlackRock is one of the largest of its 10 to 15 concentrated positions....
...Experience-based spending — particularly travel — is holding up....
...Owning 50 shares at $2 apiece is no different to holding 100 shares at $1 each — or, in the case of Chipotle, one at $2,900 versus 50 at $58. Nor does it do anything to performance....
...S&P Global considers CVR an important part of its calculation of the conglomerate’s indebtedness....
...Three Nasdaq-listed companies, Nano Dimension, Ehang Holdings and Canaan, appear in the S&P data as having short interest that’s a multiple of the shares outstanding. This is hypothetically possible....
...The S&P 500 has hit multiple record highs over the past month, while the tech-dominated Nasdaq Composite was within touching distance of its own record this week....
...According to S&P Global, in the first nine months of 2023 global private equity investments had an aggregate value of $365.3bn, a decline of 44 per cent year over year....
...MSCI and S&P have put companies linked to the Myanmar junta in their ESG products, as my colleague Patrick Temple-West reports this week. But active funds have questionable holdings too....
...The MSCI China index is set to finish the year down more than 17 per cent, compared to a rise of more than 24 per cent for the S&P 500 in the US....
...Covered call ETFs sell options on underlying equity holdings to generate income in the form of premiums while also limiting the magnitude of gains and losses....
...According to Berkshire’s second-quarter report, as of June 30, the company’s holding of Apple was worth $178bn....
...“They’ve been burning cash throughout the last year or so,” said Oliver Vande Stouwe, an analyst at S&P....
...That is a strategic choice by Berkshire designed to improve long-term returns, so to lower the performance benchmark by diluting the S&P performance with cash holdings would be unfair....
...Without them, the S&P 500’s rise of 14 per cent at that point shrank to a miserly 4 per cent....
...BlackRock is Glencore’s third-largest shareholder, holding an 8.2 per cent stake worth more than £4bn, while MFS is the ninth-largest shareholder with a 1.1 per cent stake, according to records from S&P...
...For example, the SSGA SPDR MSCI World UCITS ETF tracks the MSCI World index for an ongoing charge of 0.12 per cent, while the Xtrackers S&P 500 UCITS ETF tracks the S&P 500 index of US stocks for 0.06 per...
...As we’ve covered previously, the US’s auto insurance rates have soared 24 per cent over the past two years (v BLS data)....
...Yes, growth is holding up, but rate increases, we have to assume, haven’t fully bitten yet....
...In other words, holding bonds to maturity has an opportunity cost. Bonds are still a different asset class from stocks, likely with some diversification benefit to holding both....
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