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...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...
...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?...
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha for more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies and UBS, according...
...borrowers, according to S&P Global Ratings....
...Global demand for exposure to the S&P 500 index is also a sign of the increasing dominance of Wall Street in general....
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha that could value it at more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies...
...Those asset sales are propelling the growth of KKR’s credit business, which has become the group’s largest business line by assets with $219bn under management....
...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....
...That’s been particularly true recently, because it’s tough to trade smart in a global market that’s powered by just seven stocks....
...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...
...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....
...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....
...“In a global context, the performance remains disappointing,” said Frédérique Carrier, head of investment strategy for RBC Wealth Management in the British Isles and Asia....
...Many are now snapping up options tied to the S&P that profit if the market keeps on rising....
...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....
...Even inside the S&P 500 there is a stark performance disparity between the biggest stocks and the rest....
...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”....
...About 24 per cent of Marathon’s shares are out on loan — a strong indicator of short interest, according to S&P Global Market Intelligence....
...*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....
...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...
...DRSK invests 90-95 per cent of its assets in investment-grade corporate bonds, with the balance used to buy call options on large-cap stocks and sectors in the S&P 500....
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