Hints and tips:
...Credit rating reviews from Moody’s on April 26 and S&P on May 31 could result in downgrades....
...The fund’s performance in 2023 compares with a 24.2 per cent rise in the S&P 500 index and the FTSE 100’s 3.8 per cent gain....
...Both the S&P 500 and FTSE 100 indices have beaten that. En primeur investment returns have been poor....
...Capex and R&D will come in at less than 7 per cent of sales, says Philippe Houchois at Jefferies. VW spends about twice that. A lot could still go wrong....
...China’s CSI 300 index stock index has fallen nearly 9 per cent this year, compared with a 19 per cent rise in the US S&P 500, amid concerns about Beijing’s lack of forceful policy support in response to...
...the first four months of the year, according to HFR data, ranking them as the best-performing category of hedge fund during a period in which many big-name managers posted double-digit losses and the S&P...
...A recent paper by Parisian quant fund manager Jean-Philippe Bouchaud and co-authors Max Sina Knicker, Karl Naumann-Woleske and Francesco Zamponi holds a possible answer....
...But performance looks less resilient when compared against the S&P 500 (-12 per cent), spot gold (-1 per cent) and US treasuries (-4.9 per cent)....
...Any luxury resales tend to be off market, says Marta Espirito Santo of Q&P, an associate of Knight Frank....
...Ferry links out of Calais were affected by strikes, with P&O scrapping all crossings until 5pm....
...France plans to put the initial cash towards a nature protection deal with at least one biodiversity-rich country before December’s global climate summit in Dubai, said Philippe Zaouati, chief executive...
...By 2025, that figure will be below 20 per cent, S&P predicts....
...Philippe Laffont’s Coatue Management has notched up a 52 per cent gain this year thanks to bets on electric carmaker Tesla and against Wirecard, the fraudulent German payments group, making it one of the...
...Porsche is a “glorious asset”, says Philippe Houchois, an analyst at Jefferies. Investors will soon have the chance to give their own verdict....
...“As seen at other food and beverage companies, it appears that high inflation has not (yet) had an impact on consumer appetite for strong branded products,” said Jean-Philippe Bertschy, analyst at Vontobel...
...Being on Robertson’s team “was like the Navy Seals,” recalls Tiger cub Philippe Laffont, who went on to found Coatue Management....
...Robertson’s Tiger Management beat the S&P 500 in 14 of the years between 1980 and 2000, helped by trades such as shorting the price of copper in 1996 and betting against the Thai baht the following year....
...Sure, no one has been able to replicate the madness of POSH, a kind of high-end classifieds function on the Bloomberg terminal where users can sell everything from Patek Philippe watches to island getaways...
...Monday China, Caixin general services purchasing managers’ index (PMI) figures Tuesday Asia, Europe, Global: S&P Global sector PMI figures Eurozone, France, Germany: S&P Global construction PMI figures...
...And if the man he fondly refers to as “Oncle Hubert” (pronounced like Pooh Bear without the P) had anything, he had vision....
...It meant that some funds missed out on a 9 per cent rally in the S&P 500 from its February lows, including in many of the technology stocks that had been badly hit at the year’s start....
...“On the surface, this is great news, you get more liquidity and a billionaire paying tax,” said Philippe Houchois, an automotive analyst at Jefferies, who believes Musk will follow through on his promise...
...Vontobel Asset Management owned about 335,000 shares in Richemont as of the end of June, according to S&P Capital IQ....
...Jet fuel has more than doubled in a year to the highest level since 2008 at $1,166 per metric tonne, according to S&P Global Commodity Insights....
...One is Domaine A&P de Villaine in Bouzeron, just two miles from Santenay in the Côte d’Or....
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