T Zia Compliance

This is a simple overview of the top 5 mining related listed companies, especially relevant given recent takeover talk for Anglo American Plc by Australian listed BHP Group Limited. The below chart is from week beginning May 2010 so approximately 14 years and covers the period where many mining groups hit issues around debt levels and repayments. Like so many of my comparisons I have compared this period to the FTSE 100 and S&P 500. Please note this is a percentage comparison chart, does not take into consideration an individual base currency or any returns if dividends were reinvested.  This time the chart is for the past year and again, does not take into consideration any dividend reinvested and and any currency conversions into an investor base currency. What is interesting here is that both PRC companies have done best for this period.

Whilst the headline in the FT.com states the FTSE 100 closes at record high as Sterling weakens (close 8023.9, eclipsing the previous closing high of 8014.3 it hit in February last year), The main large cap UK listed equity index has still failed to match the YTD performance of the S&P 500, but on a longer 3 and 5 years performance has been very poor. It will take a lot more than the weakening of Sterling to match the S&P 500 or longer term performance of the Nasdaq 100 over the long term. YTD chart for GBP/USD. 20 year chart for GBP/USD.  

I wanted to see what was happening in the world of listed asset managers, so I am  having a  look at the performance of BlackRock (BLK) the world's largest listed asset manager and the worlds largest asset manager by AUM (this does not reference any sovereign wealth funds), it is almost a proxy for the USA equity market as I see from the chart below, with a caveat this is only for the last 5 years. The performance of BLK has been even more impressive over a longer period of time as seen in the bottom chart. But first I want to show a table taken from WTW website, dated 23rd October, 2023 listing the top asset managers by AUM  from the data they collected with figure from 31st December, 2022. The below is an illustration that I have taken for the performance of BLK against what I consider those largest pure asset managers in the above table as a small sample compared to BRK.A and S&P 500 for 5 years and then from the beginning of January 2000. The bottom chart really s...

5 year comparison chart for a general overview for a number of listed investment banking firms, both specialist corporate advisory and general banking groups with large presence within the securities and capital markets arena.

General comparison chart for clothing companies from UK, Japan, USA and Europe. 5 year chart for Superdry, Next, Fast Retailing, H&M and The Gap.

5 year comparison chart for UK listed spread betting/CFD trading platforms against the FTSE 250 and S&P 500.