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Duncan Salisbury-Jones
Duncan Salisbury-Jones
Navigation Financial Planning Ltd - Newton Abbot Show profile Profile active since: 01/08/2023
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Kanishk Swarup
Kanishk Swarup
St. James’s Place - London Show profile Profile active since: 03/02/2021
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Curtis Hambly
Curtis Hambly
Hamblys IFA - Grantham Show profile Profile active since: 11/04/2023
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Edward Orlinski
Edward Orlinski
Alexander Ross Wealth Management - Wigan Show profile Profile active since: 09/02/2021
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Roisin Ni Chonghaile
Roisin Ni Chonghaile
True Potential - Kenilworth Show profile Profile active since: 18/02/2023
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Financial Claims Consultants
Financial Claims Consultants
M R Consumer Services Ltd. - Bournemouth Show profile Profile active since: 29/08/2022
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Toby Band
Toby Band
First Sentinel Wealth - London Show profile Profile active since: 15/03/2023
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Philip Dragoumis
Philip Dragoumis
Thera Wealth Management - London Show profile Profile active since: 03/02/2021
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Umesh Gohil
Umesh Gohil
Euro Group Investment Limited - Romford Show profile Profile active since: 21/10/2022
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Mark Johnson
Mark Johnson
Integritas Financial Planners Ltd - London Show profile Profile active since: 07/12/2021
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Peter Ward
Peter Ward
Spire Independent Financial Planning Ltd - Salisbury Show profile Profile active since: 03/08/2021
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Samantha Thomsett
Samantha Thomsett
2Plan Wealth Management - Brighton Show profile Profile active since: 27/01/2023
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Clive Berry
Clive Berry
Slaiyburn Financial Planning - Huddersfield Show profile Profile active since: 28/04/2023
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News from the MoneyController finance forum
15.10.2024

BlackRock's super record numbers

Not only the US markets, but also the large asset management company BlackRock can these days celebrate record results. Unprecedented volume of assets under management BlackRock, the world's largest asset management company, released some absolutely record-breaking figures at the end of this third quarter of 2024. The certainly most impressive number is the volume of assets under management: $11.5 trillion, a figure that, as Andrea Greco points out in ‘La Repubblica’, corresponds to about five times the GDP of Italy, but is even higher than the sum of the GDPs of Japan and Germany. BlackRock's record numbers Operating profits are about $2 billion, while net income is over $1.6 billion (revenues are about $5.2 billion). These results have been accompanied by a 23% growth in the stock market this year, so that today the stock is approaching $1,000 per share from around $780 at the beginning of the year. Larry Fink's recent visit to Italy Recently, BlackRock ...

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14.10.2024

The US stock market continues to impress

The US stock exchange continues to break its highs, reaching new records. New records for S&P 500 and Dow Jones New records for the American stock exchanges, in particular for the S&P 500 and Dow Jones: the former index exceeded 5,815 points while the latter index is approaching 42,900 points. As Vittorio Carlini writes in ‘Il Sole 24 Ore’, the driving force behind this growth were the quarterly results achieved by credit institutions. It is interesting to note - as Carlini does - that these were not record-breaking figures: in some cases, such as that of JP Morgan Chase, profits (although still largely positive) fell; however, the results were better than expected, and this was enough for the markets to give momentum to the stock market numbers. JP Morgan's results Remaining in the case of JP Morgan (whose CEO is Jamie Dimon), it must be added - explains Carlini - that the markets evaluated the results of the so-called ‘net interest income’ (the ...

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11.10.2024

Advantages and disadvantages of a planned investment in a fund

An investment plan (which is often a savings plan in a fund) consists of planning an investment over time. In other words, one decides to regularly (typically every month) pay in a certain amount into a financial product. Deposits can have very different durations, even lasting for many years. Avoiding market timing errors and emotional choices One of the advantages that is almost always recognised in these planned investments is the minimisation of market timing errors: instead of waiting for the right time to invest, one pays the same amount regularly, so that the effect of market fluctuations is neutralised over time. This mechanism can be helpful in limiting the emotions that accompany market fluctuations and often lead to making wrong decisions. Affordability and compound interest Then there is the fact that these investment plans can also be conducted from very low amounts (50 euros each month, for example); thus, they are largely accessible investments. Also not to be forgot ...

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10.10.2024

Money market, too late to disinvest?

The interest rate cut by Jerome Powell's Federal Reserve (Fed) was even more than some analysts had expected. But what are the consequences of this decision for a market such as the money market? Consequences of the interest rate cut An interest rate cut typically leads to a lowering of some yields, such as fixed income. Money market products also price such changes in monetary policy. So it is not surprising, as Randall W. Forsyth explains in ‘Barron's’, that many professional investors and financial advisors believe it may be time to disinvest from products such as US government bonds or the money market. Expectations about the Fed's next moves Forsyth writes that it may even be ‘too late’ in the sense that products such as US Treasuries have priced in (downward) cuts that have already taken place and those that are planned. If one then takes the futures market into account, expectations are for a Fed rate cut of 0.75 per cent between now and t ...

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09.10.2024

France is in crisis: time to invest?

France is currently experiencing two problems: the first is its public debt, which continues to grow; the second is political instability, which led to new elections (in July) immediately after the outcome of the European elections (in June). The spread between OAT and German Bunds remains high One of the signs today of a certain weakness in the French economy is the increase in the spread between French ten-year government bonds (OAT) and the corresponding German government bonds. Until June of this year, the spread was hovering around 50 basis points; for several months now, however, the spread has been well above 60 basis points and hovers around 65 to 75 basis points (with peaks of up to 80 points). The burden of debt and deficit in France That the French state needs fiscal measures appropriate to the public debt situation is confirmed by the fact that, as Luciano Capone points out in ‘Foglio’, some 40 billion in spending cuts are planned. Capone also points out tha ...

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08.10.2024

Investment funds and stock market indices that surprised

The magazine ‘FONDS Professionell’ recently published the results of its investment fund barometer. What are some of the most significant results? Excellent results for funds investing in China The fund barometer of ‘FONDS Professionell’ magazine indicates that September was not a month of market contraction, but rather of slight growth (+1.8%). Some sectors performed decidedly better than others; this was the case in China, where there was a ‘spectacular’ turnaround: suffice it to say that the 800 or so funds monitored recorded increases of between 4 and 23%. The consequences of government measures to support the economy The reason for such a result - as we also read in the magazine - lies mainly in the government's measures to support the economy (nevertheless, despite the positive performance of the funds, the managers, we also read in ‘FONDS Professionell’ continue to urge caution). Funds driven by market performance in India ...

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07.10.2024

Investing today by looking at the greats of the US economy and finance

How do the big players in US finance and business behave towards the shares of their own companies? Big investors and entrepreneurs: caution with their own company's shares There is no way to make exact predictions when it comes to financial markets. Nevertheless, it is possible to observe the behaviour of other investors and try to understand what their expectations are. In this sense, in the Wall Street Journal (WSJ), Karen Langley observed that some leading figures in US business and finance seem to have adopted a particularly cautious investment style, perhaps in anticipation of a worsening economy. A very low share buyback rate From Jeff Bezos to Warren Buffett, from Michael Dell (Dell Technologies) to Mark Zuckerberg, Langley also notes in the WSJ, the attitude seems decidedly cautious: Bezos and Zuckerberg have sold major company shares on the markets, while Buffett's Berkshire Hathaway has been hoarding cash. But it is not only some of the big names in US finan ...

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04.10.2024

An ETF that invests like Warren Buffett: how does it work?

An ETF has been launched in the US that replicates the way the great financial legends invest, and another is planned that will invest in the style of Warren Buffett. The company is and will be using artificial intelligence to structure these ETFs. An ETF powered by artificial intelligence The start-up Intelligent Alpha has launched a project involving the use of artificial intelligence in investments: it is to build a passive ETF based on the investment styles of the big names in finance. As can be read in ‘Fortune’, in an article by Marco Quiroz-Gutierrez, the system makes use of no less than three artificial intelligence programmes ChatGPT (OpenAI), Claude (Anthropic) and Gemini (Google). The company's first product is Intelligent Livermore exchange-traded fund (LIVR) and is named after Jesse Livermore, one of the legendary ‘wolves of Wall Street’. Decision by humans, but choice of shares in the hands of AI Also in ‘Fortune’, Quiroz-Gutier ...

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03.10.2024

Small caps, utilities and others drive US stock markets more than tech

Changing of the guard in the US markets: looking at third quarter (Q3) performance, tech stocks and large caps give way to value stocks and small caps.   A rotation in the US stock market In the Wall Street Journal (WSJ) Karen Langley points out that a shift seems to have taken place in the US markets since the second half of 2024. In the first half of this year, technology companies had driven the stock markets, with excellent results, even in the context of a restrictive monetary policy. Now that Jerome Powell's Federal Reserve has cut rates by 50 basis points, the situation seems to be reversed: tech companies suffer downward corrections or grow little, while other sectors gain ground. Rising defensive stocks and AI-related big tech spending In the third quarter - as can be seen in a chart compiled by the WSJ - the best-performing market segments were utilities, real estate, industrials and financials. Tech, on the other hand, has lagged behind, partly because some ...

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The latest news from listed companies

Camp4 Therapeutics Corporation

Camp4 Therapeutics Corporation

15.10.2024

Statement of Changes in Beneficial Ownership - Form 4

Ownership Submission FORM 4 Check this box if no longer subject to Section 16, Form 4 or Form 5 obligations may continue. See Instruction 1(b). UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investmen ...

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Thor Industries Inc.

Thor Industries Inc.

15.10.2024

Statement of Changes in Beneficial Ownership - Form 4

Ownership Submission FORM 4 Check this box if no longer subject to Section 16, Form 4 or Form 5 obligations may continue. See Instruction 1(b). UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investmen ...

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Thor Industries Inc.

Thor Industries Inc.

15.10.2024

Statement of Changes in Beneficial Ownership - Form 4

Ownership Submission FORM 4 Check this box if no longer subject to Section 16, Form 4 or Form 5 obligations may continue. See Instruction 1(b). UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investmen ...

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ANI Pharmaceuticals Inc.

ANI Pharmaceuticals Inc.

15.10.2024

Statement of Changes in Beneficial Ownership - Form 4

Ownership Submission FORM 4 Check this box if no longer subject to Section 16, Form 4 or Form 5 obligations may continue. See Instruction 1(b). UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investmen ...

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Hubbell Inc.

Hubbell Inc.

15.10.2024

Hubbell to Announce Third Quarter 2024 Results on October 29, 2024

The text version of this document is not available. You can access the original document here . Attachments Original document Permalink Disclaimer Hubbell Inc. published this content on October 15, 2024 , and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on October 15, 2024 at 21:57:13.319 .

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Pinnacle Financial Partners Inc.

Pinnacle Financial Partners Inc.

15.10.2024

Third Quarter 2024 Earnings Release

FOR IMMEDIATE RELEASE MEDIA CONTACT: Joe Bass, 615-743-8219 FINANCIAL CONTACT: Harold Carpenter, 615-744-3742 WEBSITE: www.pnfp.com PNFP REPORTS 3Q24 DILUTED EPS OF $1.86 AND NET INTEREST MARGIN OF 3.22 PERCENT NASHVILLE, TN, Oct. 15, 2024 - Pinnacle Financial Partners, Inc. (Nasdaq/NGS: PNFP) reported net income per diluted common share of $1.86 for the quarter ended Sept. 30 ...

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dLocal Ltd.

dLocal Ltd.

15.10.2024

dLocal to Report Third Quarter 2024 Financial Results

The text version of this document is not available. You can access the original document here . Attachments Original document Permalink Disclaimer dLocal Ltd. published this content on October 15, 2024 , and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on October 15, 2024 at 21:55:12.675 .

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Rio Tinto plc

Rio Tinto plc

15.10.2024

Rio Tinto releases third quarter production results

The text version of this document is not available. You can access the original document here . Attachments Original document Permalink Disclaimer Rio Tinto plc published this content on October 16, 2024 , and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on October 15, 2024 at 21:53:12.592 .

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Cyclical and defensive stocks increasingly difficult to distinguish

It seems easy to divide investments into the category of cyclicals and defensives; however, as James Mackintosh explains in the Wall Street Journal, this difference can be more nuanced than one might think. Beauty Flow" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0/

10.10.2024 | 22 | 0
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CAPITAL INVESTMENT PLAN ABSOLUTE
PERFORMANCE		 ANNUALISED PERFORMANCE
Returns 42,02% 41,91%

The capital investment plan reports the performance of the fund through the investment, in one lump sum, of the capital at the beginning of the period considered. Performance is expressed in Euro currency. See also How are investments divided according to the time horizon?

SAVING PLAN
(13 PAYMENTS)		 ABSOLUTE
PERFORMANCE
Portfolio result (Portfolio value - Payouts) 14,51%

The savings plan reports performance through the monthly purchase in constant amounts of the fund. Performance is expressed in Euro currency. See also Regular savings accounts and savings plans: how do they work?

*Returns in euros; the values of 3Y and 5Y are annualized. The values and results are provided by

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Securities portfolio asset allocation October 2024

Securities portfolio asset allocation October 2024

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