Hints and tips:
Related Special Reports
...The company’s shares have risen almost 75 per cent over the past year, outpacing the benchmark S&P 500’s 22 per cent gain. Its public valuation now stands at nearly $27bn....
...Berkshire and the S&P 500 If your entire equity portfolio had to be in either the S&P 500 or Berkshire Hathaway, which would be the better choice?...
...The asset manager, whose founding family is its largest shareholder and which has £750.6bn in assets under management, has hired headhunters Russell Reynolds to work on “a full and executive global search...
...According to the S&P Index Versus Active Report, 80 per cent of equity managers of large capitalisation stocks underperform a benchmark like the S&P 500 over the five-year horizon....
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
...Ortenca Aliaj And so in years where you’ve had the S&P go down 20 per cent, you’ve had the multi-manager funds actually be up 15 or 10 per cent, in double digits....
...Seems to me, therefore, that unless I can beat the S&P 500 — in sterling to match my liabilities — I shouldn’t bother. The author is a former portfolio manager....
...Even inside the S&P 500 there is a stark performance disparity between the biggest stocks and the rest....
...The S&P 500 rose 10 per cent between the start of the year and April 5, with the Dow Jones up 3 per cent and the Dax gaining 8 per cent....
...“We may find ourselves in a period where markets away from the US could finally outperform,” said Andrew Cole, head of multi-asset at Pictet Asset Management....
...In the UK, The Investment Association estimates that passive accounts for a third of all assets under management, and index fund assets eclipsed those in actively managed funds in the US market at the end...
...In both cases global ETF assets have risen, despite the rash of closures. Worldwide, ESG ETFs now have a record $542bn of assets, propelled by rising demand in Europe....
...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 first is a standalone public company — albeit with a lot of other businesses bolted on — while the latter two are part of broader listed companies, S&P Global and LSEG respectively....
...Moreover, during global crises, default rates in the GEMs portfolio were lower than for the S&P’s B-rated and Moody’s B3 comparators, a welcome counterpoint to somewhat higher default rates in non-crisis...
...Many are now snapping up options tied to the S&P that profit if the market keeps on rising....
...The Democrat top 10 also includes cyber security company CrowdStrike Holdings and API Group, a provider of safety systems, neither of which are even in the S&P....
...He pointed to the latest updates to long-running research by S&P Dow Jones Indices which shows that over 15 years more than 90 per cent of actively managed large-cap funds underperformed the S&P 500, and...
...With assets under management jumping from $20bn in 2019 to over $120bn today “these funds are a behemoth in the derivatives market”....
...*Ignites Asia is a news service published by FT Specialist for professionals working in the asset management industry. Trials and subscriptions are available at ignitesasia.com....
...While Blackstone was recently added to the S&P 500 index and KKR and Apollo hope to soon follow suit, Carlyle’s market capitalisation of less than $15bn is too small for it to qualify....
...The S&P 500 index of blue-chip companies is up more than 9 per cent since the start of the year....
...S&P publishes a regular report on the performance of mutual funds....
...Lunate Capital, a new Abu Dhabi-based asset manager set up with $50bn in assets, will oversee the fund with at least $5bn earmarked for investment in Global South countries....
...Productivity-hype bubbles are usually separated by at least 25 years and usually form at the end of a secular bull market, when aggregate profits are coming under pressure, say Garthwaite et al....
International Edition