Hints and tips:
...As DD’s Sujeet Indap reported, a bulk of the recoveries comes from monetising FTX’s investment portfolio including a stake in the AI high-flyer, Anthropic....
...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....
...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?...
...Gabriele Foà, a portfolio manager at Algebris Investments, said conditions for the corporate bond market were likely to improve further....
...Jesse Powell, founder of the exchange Kraken, said his company’s mission was to “bridge individual humans out of the legacy financial system and bring them into the world of crypto . . . where they don’t...
...“Given the concentrations and risks in the portfolio, it’s setting up as a disaster,” says Marc Cohodes, a short-seller who is not wagering against Ark....
...The writer is director of investment research at Bridgewater Associates The US economy today is about as strong as it has been in generations, with the tightest labour markets and highest inflation rates...
...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...
...Anyway, there’s much to enjoy in the paper for policy wonks, technologists or historians, so do have a read if you want a break from wondering whether we’ll have a V-shaped recovery or not....
...And now a fifth expect a “V-shaped” economic recovery, up from a 10th in the previous month....
...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....
...India, which passed 5m cases, will buy 100m doses of Russia’s Sputnik-V vaccine candidate. Eli Lilly’s antibody treatment reduced hospitalisations....
...It will certainly require evidence of a V-shaped economic recovery to ignite demand for cyclical and value stocks....
...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....
...shaped economic recovery....
...More importantly, this is likely one of the few areas in the portfolio with any investment market liquidity currently....
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...However, the England v France game was cancelled due to Typhoon Hagibis, the most powerful storm to hit the country in decades....
...A typical Risk Parity portfolio begins with a much lower exposure to equities relative to traditional portfolios, and invests significantly more in other asset classes....
...As Rich Bernstein of Richard Bernstein Associates put it, it was a "uniquely toxic cocktail" (which itself sounds like the title of another good story)....
...A danger of releasing some of the pressure that has held down borrowing costs is that tighter monetary policy chokes off economic recovery....
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