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...Leahy, who joined CD&R in 2011 and chairs its UK supermarket chain Wm Morrison, told the Financial Times: “We need to add to our team because there are lots more opportunities . . . and you don’t want to...
...“We have now brought a case in the Netherlands against Vale for the victims that haven’t had the opportunity to join the case in London.”...
...Over the past 10 years the size of its buyback scheme dwarfs both its R&D spend and the buyback schemes from peers, adding up to a total of $658bn, according to data from S&P Global....
...The style is R&B, a genre famous for vocal ornament. De Casier and her regular co-producer Natal Zaks don’t so much flatten it out as give it a diminuendo gloss....
...The role of the vampiric pleasure-seeker that The Weeknd brought to R&B in the 2010s has left Usher’s brand of characterisation marooned in the past. He doesn’t bring much conviction to it either....
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
...Daniel R DePetris Fellow, Defense Priorities (a Washington DC Think-Tank) New Rochelle, NY, US...
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...“The economic crises we are going through are, at least in part, brought upon us by the pandemic . . . we can’t afford to have an additional crisis.”...
...R* star is a fun concept (and a fun but now sadly limited-edition T-shirt as well)....
...CD&R bought MFG for £500mn nearly a decade ago....
...E R Yescombe YCL Consulting, London N10, UK...
...“It is a coming of age,” said Howard Silverblatt, senior index analyst at S&P, of the dividend announcement....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...A traditional source of long-short alpha, small has been looking increasingly correlated with large: Another trend is that long-short doesn’t seem to involve much short....
...The S&P 500 isn’t at such extremes today....
...Philip Rossetti Senior Fellow for Energy Policy, R Street Institute, Washington, DC, US...
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
...Business and consumer confidence also expanded with the closely watched S&P PMI survey indicating private sector activity grew at the fastest pace in eight months in January....
...That compares with 6.8 per cent at Volkswagen, on S&P Capital IQ estimates. Being big also means that necessary investments, in new models and R&D, are less of a drag....
...Jon P Frey Philadelphia, PA, US...
...“One of the fears that people have is: you guys are going to increase your R&D spend but I don’t have evidence of prior money spent on homegrown assets generating a return,” said Emily Field, analyst at...
...This sounds to us like a stretch, and consumers who can’t afford the new mortgage rate or a car loan payment are not deciding based on theoretical changes in r-star....
...Back in May, when the staples sell-off began, yields for S&P 500 staples were about 2.5 per cent on average, only a bit better than the wider market....
...Seems to me, therefore, that unless I can beat the S&P 500 — in sterling to match my liabilities — I shouldn’t bother. The author is a former portfolio manager....
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