Hints and tips:
...Holdings of UK-listed companies by British pension and insurance funds have plunged from about half of their portfolios to 4 per cent over the past two decades, according to data from Ondra....
...Hence the 500+ page proposed rule about climate risk disclosures, the climate and ESG task force within the division of enforcement, and Gary Gensler’s video comparing ESG funds to low-fat milk....
...“[Trump’s] was an unconventional campaign with no person running the foreign policy portfolio,” said a person briefed on the issue by the Gulf state....
...Bridgewater Associates and Renaissance Technologies, both considered among the best hedge funds in the world, suffered steep losses....
...Associates from the time remember him as a fun boss who led a tight-knit group of employees....
...His title was associate, one of the lowest ranks in banking, but his colleagues gave him the unofficial status of “managing associate”, one former banker recalls, after noticing that he often provided answers...
...David Page: To a large extent....
...Opec watchers point to three main reasons: Saudi Arabia doubts the demand recovery....
...He is also encouraged by a “V-shaped” recovery in Asia, its largest market, and less dire forecasts for UK consumers....
...Ethan Ilzetzki, associate professor at the LSE: The UK economy will begin its recovery in 2021 but will not return to its pre-pandemic level of GDP until 2022....
...But it still sparked an immediate response, according to Rightmove, the property website, which recorded its busiest-ever day, with more than 9m visits to its pages....
...Thus in the 2 biggest auto markets, there are signs of V-shaped recovery....
...Bankers’ early optimism that the pandemic would manifest as a sharp economic shock followed by an equally rapid recovery — the ubiquitous “V-shaped” recession — has given way to pessimism....
...Wikipedia page....
...(ii) and headline operating margin of 10.4% to 12.5% – we have a margin of 10.4%Our FY PBIT pre associates is £1,014m....
...More importantly, this is likely one of the few areas in the portfolio with any investment market liquidity currently....
...Appearing via video link from a locked down Madrid, Ms Botin said those estimates were based on a “V-shaped” recession — a sharp shock followed by a rapid recovery, but stressed this was only one possible...
...Likely more U-shaped than V-shaped, as governments (and consumers) will be very cautious around the potential for secondary waving of infection; Scale of the recovery....
...Here’s page one: Macro: The key driver from here, in our view, is not PMIs (which have already had most of their recovery), but the euro (which we now think can rise to $1.25 by year-end, up from our previous...
...shaped economic recovery....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...However, the questions for us revolve around the mix by portfolio....
...We do not assume a V-shaped recovery in revenues and think hopes for directed fiscal stimulus on construction spending may be misplaced as funds (at present) seem directed to individuals / SMEs / healthcare...
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...Here’s page 1 of 89....
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