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...Barclays analysts see £2bn as “an extreme worst case”, and expect a gradual share price recovery in the coming months....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...The inflows means America’s global dominance of global equity markets is now approaching the levels seen in the 1950s and 1960s, when the US led the postwar economic recovery and the Nifty Fifty grouping...
...“We would acknowledge that this is not going to be some sort of a V-shaped recovery. There are going to be plenty of troubled deals in the market,” added Gray....
...Large US asset managers are pinning their hopes on a broad-based recovery in equity markets to lift their businesses after suffering billions of dollars of outflows....
...Jonathan Ashworth, a shadow minister without portfolio who is due to be deployed to rebut Tory attacks, is stress-testing all of the policies to make sure they are politically viable....
..., pushing such a portfolio more than 10 per cent below the high-water mark set in 2021....
...“The presence of ValueAct on the JSR shareholder register was among the main reasons we invested in it ourselves,” says the Tokyo-based portfolio manager of a major US fund....
...“It’s a sign of resilience and that ETFs have become a core part of many investors’ portfolios,” said Todd Rosenbluth, head of research at VettaFi....
...clay and addiction recovery” — as an example....
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...That’s what we missed: how the policy response to the regional banking crisis stabilised the banking system, which allowed a pretty sharp V-shaped recovery....
...But it is a testament to the power of both AstraZeneca’s pipeline and its existing portfolio of medicines....
...HOLD: Johnson Service Group (JSG) Margins and volumes are nearly back to normal — but inflation is difficult to contain, writes Jennifer Johnson....
...There are also earnings from Johnson & Johnson, Netflix, and United Airlines....
...“There is greater confidence in a recovery in emerging markets than developed non-US markets.” VettaFi’s own data suggested the picture was nuanced, however....
...If we get a recovery in traditional markets this strategy is likely to lag behind,” he said....
...It has been a good recovery story....
...Andrew Edgecliffe-Johnson is the FT’s US business editor Follow @FTMag on Twitter to find out about our latest stories first A previous version of this story incorrectly described Walmart’s assessment...
...Ash Nadershahi, a high-yield portfolio manager at Three Bridge Capital said: “They’ll have to refinance at a higher yield . . . the entire cruise industry will maybe have a repricing.”...
...Johnson agrees: “I don’t think it’s fair to single out ETFs — especially as they were the last man standing....
...After the initial Covid crash in markets and in the economy, investors focused on what shape the recovery would take. Would it be V-shaped, with a rapid pick-up from the depths?...
...“During most of the big sell-offs of my lifetime — 2009, the [bust following the] dotcom bubble or 1987 — almost every one of these times within two years you [saw] very strong recoveries,” he said....
...We do not believe that this is going to be another steep correction followed by an equally swift V-shaped recovery like we saw at the outset of the pandemic....
...Marriott International CEO Tony Capuano, Johnson & Johnson executive Jennifer Taubert and Salesforce finance chief Amy Weaver will join the board in October....
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