Hints and tips:
Related Special Reports
...With $4.1tn and $3.1tn of assets under management respectively, SSGA and JPMAM are also among the top five asset managers. Vanguard and Fidelity Investments never became members....
...Intuit, which makes the popular TurboTax software, is one of them. The stock has gained nearly 40 per cent over the past 12 months, outpacing the S&P 500’s 20 per cent rise....
...According to researcher Giuliano Bologna at Compass Point Research and Trading, Inc: In the third quarter of 2023, only six us banks had non-mortgage consumer loans (personal, student, etc), measured at...
...“The Fed is no longer the most important driver of market trends,” said Tony Welch, chief investment officer at wealth management firm SignatureFD....
...At the top of the pile is the S&P 500, which is an absolute beast....
...Most of the nearly $500bn increase in assets under management in the first quarter was due to rising equity markets. In the US, the S&P 500 had its best first quarter since 2019....
...Likewise, S&P Global Mobility surveys suggest stable EV loyalty, measured as the share of EV owners whose next car was an EV, especially for Teslas....
...’s management”....
...their trades in S&P 500 options today are in 0DTE contracts....
...More than half of BlackRock’s $10tn in assets under management are retirement savings, including institutional pension funds, corporate defined contribution plans known as 401(k)s and individual accounts...
...“People are looking at the specifics,” said Fawaz Chaudhry, head of equities at Fulcrum Asset Management. “I would say for Tesla at least, some of the sheen was unearned in terms of AI . . ....
..., according to Marc Nachmann, global head of asset and wealth management at Goldman Sachs....
...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....
...JPMorgan Chase, Bank of America, Wells Fargo and Citigroup collectively made $253bn in net interest income (NII) for the whole of 2023 — a 19 per cent jump from 2022’s total....
...Peter Keith, an analyst at Piper Sandler, told me that he has confidence in the new management team, but the risk is that the timing of turnarounds is inherently uncertain....
...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 management of Altice’s heavily indebted French telecoms business badly burned bondholders last month, when they carefully explained on a results call that, because modern-day debt covenants have more...
...It has brought in a retired Navy admiral, Kirkland H Donald, to review its quality management systems....
...So perhaps his TMTG management team is chock full of world-class fundraisers....
...“The senior management of Boeing are in a shit storm again, which can’t be good for delivering aircraft,” he said. Still, he offered Boeing’s senior management his full support....
...If we’re investing sustainably, that psychological bias is even stronger, as it often reflects an initial wariness of the fund management industry: the desire to pursue returns regardless of how they are...
...China was responsible for 60 per cent of petrochemical capacity increases in 2023, according to new figures from S&P Global....
...For 12 years until 2011, the firm — then known as RSM McGladrey — was part of the publicly listed tax preparer H&R Block. “It made us into a national firm, which was great....
...On a trip to Stamford Bridge this week, I saw first hand the potential in front of US investors Clearlake Capital and Todd Boehly....
...By the start of this month, the S&P 500 was up 20 per cent for the year; Goldman Sachs calculated that without those seven stocks, an S&P 493 would have returned only 8 per cent....
International Edition