Hints and tips:
...Its share price and that of bigger rival L&G have snaked sideways for more than a year. Just trades at a 60 per cent discount to book value. Its life insurance peers are closer to parity....
...Little Greene A slice of British heritage on Rue Bonaparte, the showroom will present the brand’s fourth iteration of National Trust Papers – designs born of original patterns found in National Trust properties...
...AI funds to consider include Polar Capital Artificial Intelligence, Sanlam Global Artificial Intelligence and L&G Artificial Intelligence ETF....
...L&G’s Wilson said that defined-contribution funds could be similarly mandated to invest 10 to 20 per cent in growth equity and infrastructure....
...Only 42 of 243 funds in Trustnet’s database of all companies unit trusts have outperformed L&G’s UK index tracker fund (which tracks the All-Share index) and 18 of these are other trackers, mostly of the...
...The question of whether or not to accelerate the energy transition “is not in our gift”, L&G head of climate solutions Nick Stansbury told Moral Money. “What is in our gift is when we choose to do it....
...Very different examples from the first category include L&G Digital Payments UCITS ETF (DPAY) and Procure Space UCITS ETF (YODA)....
...Kendall is passed over by his father to become chief executive, but still ends up singing a laudatory, cringe-inducing rap: “L to the O, G, A, N.”...
...Fidelity’s Wright likes L&G, an institutional investor, with promising property projects, for example a £4bn partnership with Oxford university for housing and other schemes....
...The £2.9bn L&G UK Property fund has 27 per cent of its portfolio in cash or shares, while the cash balance of SJP’s reopening funds is 20 per cent and 15 per cent respectively....
...“Europe is a good opportunity now,” says Gavin Launder, manager of the European fund at L&G, the investment group. “Governments are now quite keen to promote tech-savvy companies....
...It is possible that France L&S and XL Bermuda are not in a position to pay dividends next year either....
...If the economic trajectory does indeed look more like an “L” than a “V” or “U”, portfolios will need to combine recovery stocks with cash and lower-risk bonds as well....
...L&G's business is broadly resilient to COVID-19 shocks, in our view. The credit portfolio remains strong (with limited downgrades and defaults so far)....
...L’Oreal’s been downgraded at Credit Suisse. Stock priced for a V-shaped recovery that’s looking increasingly unlikely, they say: Downgrade to Underperform (from Neutral)....
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...V, U, or L? The nature of Covid-19 growth impact means that some elements – e.g., production resumption, inventory restocking, and travel normalisation – would lend a natural rebound to growth....
...(e.g Allianz offers 6.7% for 2020)....
...Trading remains strong in the Nordics region, where stores have remained open and have been adapted for safer operation (e.g. drive-in click & collect and videolink shopping assistance from home)....
...Whilst the bulk of the regulatory burden of the past 10-years fell to the G-SIB banks, the current policy measures have the ability for G-SIBs to continue to lend, support the economy, and help facilitate...
...Rémy Cointreau has been amazingly strong since 2nd Mar, rising 9% as the market crashed....
...Health monitoring is pitched as a strong benefit, with “fitness suites” in the L&G developments and a health assessment undertaken before residents move in....
...And with value likely to outperform both in the mild and severe scenarios, AXA is the pick among the multilines, L&G’s favoured in life, plus Prudential....
...Yes, the numbers are bigger, but the shock, while not a V is shorter and sharper than that crash, and the pre-crisis fiscal situation was strong....
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