Hints and tips:
...Bunzl, Howdens et al are generally smaller than the household names, and smaller companies can grow faster. Bunzl’s revenues, for example, have increased from £2.7bn to £11.8bn over the past 20 years....
...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....
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
...Arnott et al estimate that stocks ejected from the S&P 500 actually outperformed new entrants by an average of 2,200 basis points in the year after the index rejig (FTAV has written about the index inclusion...
...Katie MartinOne little thought to leave you with here is yes, we’ve got all-time highs in the S&P 500....
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Not a positive absolute return, by any means, but not that bad compared to the Agg’s 15 per cent loss, a 23 per cent drawdown for high-grade corporate debt and the S&P 500’s 22-per-cent puke....
...Whatever you might think of Robinhood et al, retail investors do appear to value their services. You can’t ignore the regulatory politics either....
...A true crisis could develop if Binance et al have significant hidden exposure to declining prices, perhaps through DeFi investments....
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Key for Centrica is maintaining its Baa2/BBB credit ratings with Moody’s/S&P, which we think is possible....
...The Nasdaq has joined the S&P 500 in record territory....
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...Mirova MN MP Investment Management NEST Newton Investment Management NN Investment Partners OFI ASSET MANAGEMENT Old Mutual Global Investors Old Mutual Investment Group Ostrum Asset Management P+...
...John Butters of FactSet calculates that over the past five years, S&P 500 companies who beat EPS forecasts saw an average stock price increase of 1 per cent....
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
...Furthermore, motivated by the results of Agarwal et al. (2009) and Joenväärä et al. (2015), we consolidate six hedge fund databases to ensure a wide coverage of funds over a long time period (January 1994...
...s largest private landlords, and SL Green Realty, an S&P 500-listed real estate investment trust....
...In the US, the benchmark S&P 500 gained 0.8 per cent to 2,180.39, less than 1 per cent below its record high, as energy, telecommunications and utility shares gained....
...Official guidance is required on whether Gareth Bale et al were expressing confidence in the UK’s future as a free trader, or were just better at kicking a ball around....
...Funds may have sold out of Valeant, Apple et al before the rot set in....
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