Emmanuel E. Elder | Search

Accessibility help Skip to navigation Skip to content Skip to footer

Showing results for Emmanuel E. Elder

Sort by

Viewing results 1‒25 of 663

CMA CGM SA
Rodolphe Saadé, shipping boss who sailed into France’s business elite
...I’ll never forget that date,” said Tanya Saadé Zeenny, Rodolphe’s elder sister who is a high-level executive at CMA CGM....
April 24, 2024
UK equities
Will UK stocks finally catch a break?
...The FTSE 100 trades on a 11.6x P/E. This valuation puts the UK on the 38th percentile vs. its own history (since 2006)....
April 11, 2024
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 21 NovemberNatural History Museum, Cromwell Road, London, UK
IPOs
IPO broker feels the need for speed
...The key drivers of the acceleration this month were an uptick in successfully completed European IPOs (e.g....
April 12, 2024
Fintech
Gift cards: the crypto off-ramp no one is watching
...Retail & e-commerce take first place with a total of 76 companies accepting crypto payments....
March 12, 2024
Tesla Inc
Tesla’s Q1 is going to be a wreck. Will anyone care?
...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
April 17, 2024
Apple Inc
‘Sell Apple’
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
February 27, 2024
FT Live
Financial Advice Forum
Optimising client centric advice in uncertain times
Tuesday, 24 September8-14 Cooper's Row, London EC3N 2BQ, UK
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...spite of its Tesla handicap (down 27 per cent year-to-date on a miss, a vague warning and a wayward CEO) the Mag7 has continued to outgrow the S&P 493: “Investors often ask us whether the group’s 30x P/E...
February 6, 2024
Mergers & Acquisitions
What would a Mondi takeover of DS Smith mean? Let’s check the archives
...We believe that the combined company would be an even more important partner to multi-national CPG and e- commerce companies, driving above market growth....
February 8, 2024
Global inflation
Will a second inflation wave turn the AI boom into a winter of discontent?
...If such a negative feedback loop were to take hold (as it did in the 1970s), investors would move out of equities and into fixed income assets – i.e. seek to receive elevated yields that companies and governments...
February 22, 2024
Bitcoin
Scorching hot-takes from the tradfi banks on spot bitcoin ETFs
...[E]very 1% penetration of Bitcoin’s current ~$900b market cap would equate to $9b of AUM, potentially representing $26m of revenue at 29 bps median fee rate....
January 11, 2024
OpenAI
A very brief history of very brief CEOs
...Johnson went on to lead PG&E Corporation, where he lasted 384x longer. Or a year and 19 days to be precise....
November 22, 2023
Investments
Saxo’s outrageous predictions for 2024 sure are outrageous
...The 2023 selection, for example, has Emmanuel Macron resigning, the IMF splintering, and the UK calling another EU referendum, all of which would make for an exciting December....
December 5, 2023
Currencies
Trying to prove that Santa exists with forex trading
...[W]e find little systematic evidence for the two most famous market seasonals, and particularly for the alleged ‘sell in May’ pattern of broad-based USD strength....
December 12, 2023
Corporate bonds
Corporate bond trading enters the 20th century
...And whenever markets go haywire, dealers revert to voice: [W]e considered two different types of volatility events: an increase in the idiosyncratic (bond-level) volatility triggered by credit rating downgrades...
November 2, 2023
Hipgnosis Songs Fund
About that knife-edge Hipgnosis continuation vote . . .
...is maintained as a priority, i.e., it is the lesser of two evils and it is better to support the share price rather than risk an already low share price falling further....
September 29, 2023
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
ESG investing
ESG-friendly US equities have been underperforming. Why?
...It’s an interesting approach because not only does it isolate the sanitised portfolio’s excess returns (in theory), the E S and G bits can be measured individually....
September 27, 2023
Metro Bank
The very costly and unpleasant business of saving Metro Bank
...While one can call out various explanations for why the bank is in a bind and in need of a significant capital support package without undue delay (i.e., we can debate causation all night long), it is undeniably...
October 9, 2023
Donald Trump
Trump’s bond reduced to $175mn in civil fraud case
...Trump previously managed to secure a separate appeals bond for a nearly $92mn judgment against which he is appealing, after having been found liable for defaming the writer E Jean Carroll....
March 25, 2024
Country Garden Holdings Co Ltd
Country Garden is not a repeat of Evergrande, but it’s in the same hole
...[We] believe the impact will mainly come from three fronts: (1) further abating the already-low confidence on POEs (i.e. sales will be impacted); (2) banks may be even more reluctant to provide new financing...
August 14, 2023
ETF HubLatest news on ETFs
The Nasdaq-100 is being reshuffled so it’s slightly less tech top-heavy
...In addition to an improving near-term economic outlook, investor optimism regarding AI and the end of Fed tightening have lifted the NDX forward P/E multiple by 32% (21x to 28x) leading to a YTD return of...
July 17, 2023
European banks
Putting the BS into UBS
...When you’re a state-backstopped nation of bankers that’s down to its last G-Sib, there’s not much point in mucking around with the definitions of regulatory capital, he says: [E]ven under the existing rules...
June 27, 2023
African politics
Burkina Faso, Mali and Niger quit regional bloc in escalation of tension
...France and the US have condemned the coups, with French President Emmanuel Macron, who has been forced to withdraw troops from all three countries, saying in September that he was “very worried” about the...
January 28, 2024
Markets
Some notes on the Russian coup that wasn’t
.... involving other domestic opponents to the war) or a major military conflict (e.g. with Ukraine), leading to the destruction of oil infrastructure....
June 26, 2023
Europe Express
Why Sweden wants the EU’s defence revamp to get help from its friends Premium content
...Chart du jour: Internal pushback French President Emmanuel Macron recently made some out-there comments on putting boots on the ground in Ukraine....
March 12, 2024
Unhedged
Are deals back? Premium content
...In a note to clients published this week, Emmanuel Cau of Barclays lays out the case that the deals bounceback has already begun. He points to: A small M&A uptick....
January 25, 2024

Previous pagePage 1 of 27Next page