Hints and tips:
...And while corporates have been the dominant buyers of equities over the past year, there’s $6tn of dry powder sitting in money market funds that could be dislodged by lower interest rates: The S&P 500’s...
...Maesbury is seemingly backed up by “the Canadians”, a pension fund: [S1E9] STEWY I got the call. Canadians are in. [S1E9] KENDALL Yeah, listen. You know the Canadians. Yves et cetera?...
...Nick Bosanquet: No . . . inflation will be persistent at around 4 per cent....
...Michael Taylor: Bank rate will peak at no more than 4 per cent....
...We see six major policy catalysts in Europe that could accelerate value creation in the sector: (i) the Green Deal; (ii) the EU stimulus plan; (iii) the 2030 carbon target; (iv) ETS reform (carbon scheme...
...We estimate 2020 cash remittances from local OEs totaling €4.7bn which would be €0.9bn lower than last year. France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to....
...The stock trades at 21x FY22E P/E. During the lockdown, we have seen major brands, i.e....
...The shares trade on 2.5x 2022 P/E, 4.2x EV/EBITDA....
...4 per cent....
...First and foremost, today’s news increases upside risk (i.e., tighter spreads) relative to our forecasts....
...Trading at 4.4x adjusted EV/EBITDA and 9.5x P/E on our 2022 estimates, shares look attractive given: i) FY3 average of 5.2x and 10.9x respectively since 2017, and ii) 18% and 13% discount to peers (SUMCO...
...Also, they’re trading ex a special dividend which, if you strip out, they’re up on the day, suggesting no one really believes Mr Al-Benyan....
...Against that, rebalancing by pension funds could provide a welcome bid to equities,in the near term at least....
...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...
...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...
...*Do they restructure loans such that the NPV is reduced, i.e. the bank effectively takes part of the cost?...
...(FT) Japan’s GPIF, the world’s largest pension fund, fired a shot across the bow of short sellers worldwide with its determination that securities lending is incompatible with its long-term investing approach...
...At 10x P/E (adjusted for pension and earn out), ITV is the most expensive broadcaster in Europe....
...Savers (both retail and institutional) expect liquidity, on tap, partly fuelled by pensions freedoms and partly by the impact of Woodford collapse/ Property Fund shuttering....
...In 2017, the average pension for retired judges was R$18,065 (about $4,380) a month: many got three times that amount. Average pensions in the legislative branch were R$26,823 a month....
...You may be addicted to channel 4's Grand Designs, but would you really want to build your own home? And the Great British pensions cash-in, is there trouble ahead?...
...The net effect can be seen below: According to Greenspan et al, the shifting proportion of workers to retirees will supposedly increase demand for goods and services relative to supply....
...Before February 2011, one of the ways the US banking system would reduce the opportunity cost associated with institutional reserve requirements — i.e. the portion of funds raised by issuing deposits they...
...There’s no reason for a change. absolutely no reason,” Mr. Al-Naimi said on the sidelines of an energy conference in Seoul.”...
...funds and university endowments in the U.S. have missed out on much of the rally for stocks since 2009 (WSJ) GPIF should hold cash after dumping bonds, Ito says (Bloomberg) Indian jewelers offer BMWs,...
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