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...Influential shareholder adviser Institutional Shareholder Services has clashed with two of Germany’s biggest blue-chips over a lack of boardroom independence, recommending the chairs of BASF and Munich Re...
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...Since closing the IHS deal, S&P’s share price is up about 13 per cent, slightly lagging its benchmark S&P 500 index....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...If you take the Magnificent 7 out of the S&P 500, its multiple moves from 22 to 19. The S&P 350 is at 14....
...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...The downturn in the eurozone’s struggling economy is easing, according to a closely tracked business survey, which found a stabilisation of activity at services companies offset a steep decline in manufacturing...
...By this measure, model portfolio assets rose 48 per cent from $286bn to $424bn in the two years to June 2023, a period during which the S&P 500 was broadly flat....
...Of this gamma supply, ~70% is on the S&P 500/SPY options,~25% is in Nasdaq/QQQ, and the remainder is a variety of index/ETF exposures (mainly Russell 2000, MSCI EAFE, and MSCI EM) and single names (mainly...
...This matched a wider trend in which S&P 500 spending on buybacks fell 14 per cent on the previous year....
...What were once fairly rough measures of financial markets — often calculated with slide rules by a few niche newspapers as a dull but worthy service to readers — now exerts power over them....
...They send it to us because we provide a service, we provide better prices, right? The marketplace has created this unbelievable ecosystem, and it will continue to do it in asset classes around....
...Stocks with low P/E ratios relative to their expected growth rates are rare....
...Amanda Agati, chief investment officer for PNC Financial Services, said: “Our wish at Christmas was a resurgence in the bottom 493 stocks [in the S&P 500]. We got coal in our stockings so far . . ....
...Last year, nearly 14 per cent of S&P 500 companies faced shareholder proposals to split the roles, up from 6 per cent in 2021. Support for the proposals has averaged about 30 per cent....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
...The S&P 500 closed at an all-time high on Friday after a blistering rally in tech stocks....
...ArtFi 2024-1’s prospectus has further detail on the collateral backing the deal, which it notes can include “fine art, collectibles, design furniture, coins, books, jewelry, watches, wine or other spirits...
...State Street Global Advisors’ SPDR S&P 500 Ucits ETF has attracted €2.7bn in net inflows over the three months since its fee was cut to 0.03 per cent in November last year....
...The CSI A50’s top three constituents include liquor giant Kweichow Moutai, financial group Ping An Insurance and battery maker Contemporary Amperex Technology....
...Lawyer fee awards have become a hot topic in courts in Delaware, where more than 300 S&P 500 companies are incorporated....
...For instance, just one tech company’s recent gains added the equivalent of the market capitalization of the bottom 100 companies in the S&P 500, and the size of the crypto market doubled since last fall....
...Prospective wildfire payouts prompted S&P Global and Moody’s to downgrade PacifiCorp’s debt ratings last year....
...Assume, then, that TMTG’s weighted average cost of capital falls from more than 20 per cent to 5-6 per cent, the S&P 500’s average WACC. Even then, we’re only at $51....
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