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World
2023: the FT’s year in review
...pioneer Netflix....
December 22, 2023
Equities
Markets Now - Thursday 9th April 2020
...Credit spreads, eh. Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
Equities
Markets Now - Thursday 14th May 2020
...is really a vote of no confidence from the bond market in the idea of a V shaped economic recovery....
May 14, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020
European equities
Stocks to watch: CRH, Card Factory, General Motors, Crispr
...“Uncertainty around Homebase, Poundworld et al presents opportunity for B&M from both a property and a capacity withdrawal perspective....
May 31, 2018
Gavyn Davies
The Great Moderation, Version 2.0
...Statistical studies (see for example Gadea et al) confirm that there has been no significant break in the behaviour of volatility in the five year period since 2008, compared to that experienced during GM...
April 13, 2014
FT Live
Capitalising on Shifting Consumer Behaviour in Asia
What is driving consumption and where are the opportunities?
Wednesday, 22 MayDigital Conference
ReviewLife & Arts
Books of the Year
...Masterpieces of Chinese Painting: 700-1900, edited by Zhang Hongxing, V&A Publishing, RRP£40/$60 The world’s oldest painting tradition explored in the glorious catalogue to the V&A’s current, once-in-a-lifetime...
November 29, 2013
FT AlphavilleEquities
David Rosenberg on why the yield curve will flatten – this time!
...Bernanke bought bonds in 2009 and yields still backed up because of a V-shaped inventory- and policy-induced recovery in the economy and an 80% bounce in the equity market off the lows....
August 13, 2010
ReviewLife & Arts
Books of the year
...As a former investment banker, Augar tells the story of the disaster in the financial markets. What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
November 28, 2009
Q&AMiddle East protests
Emerging markets
...Given the rise in neo-socialism in Latin America (Nicaragua, Venezuela, Ecuador, Bolivia et al), has your view of the economic future for the region changed?...
February 5, 2007

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