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...“I’d be very surprised if competition regulators didn’t look at it,” he said. “The question is, has the market changed?”...
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...The S&P 500 isn’t at such extremes today....
...Shell alone has contributed almost a third of the FTSE 100’s gains in 2024....
...) 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....
...(Laughter) Katie MartinYou can take the man out of fund management, but you can’t take fund management out of the man. But yeah, this has like a really big impact on the bottom line, right?...
...Self-serving explanations of the “great moderation”, the period of economic calm between 1980-2007, point to prudent management....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
...“The risk was that the market would keep rallying and that they’d underperform.”...
...That sums up nicely how these products sit within a spectrum of returns — you’d have made much more from straight equity investing but with a structured product you’d have received a less volatile, steady...
...With assets under management jumping from $20bn in 2019 to over $120bn today “these funds are a behemoth in the derivatives market”....
...In an ideal world, active sustainable funds would be genuinely active: the managers would use their voting rights, they’d engage with all their companies and they’d have strict policies about shunning companies...
...Shareholders vented publicly and in meetings with management as Meta’s stock sank in 2022, and it was briefly removed from the ranks of the 20 largest companies....
...The KBW Nasdaq Fintech index is up 31 per cent over the past year, compared with a return of 25 per cent for the broader S&P 500....
...Yet France’s Bureau d’Enquêtes et d’Analyses found that while some mistakes might be specific to Bordeaux airport, archaic technology, some of which is widely used across Europe, also played a role....
...“We figured at some point over the next few years, we’d start to see a downturn [in gas use]....
...Despite this, management expects full-year trading to be in line with market expectations....
...I’d be no better than equal weight.” So far this year, the S&P banks index is down about 12 per cent, while the benchmark S&P 500 has risen more than 13 per cent....
...Likewise if we want to make a relative call, say against a S&P 500 fund....
...As for lessons learned, I wish I’d moved to a self-managed pension a long time ago. More readers with a modicum of investment nous should do the same....
...You’d be mad to buy and hold it, given both the ongoing management fees and the cost of the embedded leverage (some people have timed it pretty well though)....
...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....
...By the start of this month, the S&P 500 was up 20 per cent for the year; Goldman Sachs calculated that without those seven stocks, an S&P 493 would have returned only 8 per cent....
...It’s only barely enough for inclusion into the S&P 500....
...The conventional view is that monetary policy is a tool of demand management across the business cycle, with few to no lasting effects on supply....
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