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Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
Investment research
The alpha of ugliness
...The perception of higher masculinity as indicated by a high [dominance] score violates the female stereotype, which Oh et al. [2019, 2020] suggest dominant-looking female analysts are perceived as less likable...
October 6, 2023
FT Live
Future of Asset Management North America
New models for the next age of fund management
Wednesday, 25 SeptemberNew York, NY, USA
The Henry Mance Interview
Joseph Nye: ‘You can coerce by economic means’
...By not going ahead with [the Trans-Pacific Partnership], he deprived the United States of presence in the economic sense.” Biden’s foreign policy merits “a B or a B+”....
January 15, 2024
Trade Secrets
EU fails big test on geopolitics of trade Premium content
...But it takes short-sighted self-interest to a whole new level for Poland et al to threaten to smash apart the mechanisms of the single market and the EU’s common trade policy because of the short-term impact...
September 25, 2023
Due Diligence
The struggle to get Eurostar back on track Premium content
...Eurostar narrowly dodged bankruptcy in 2021 after being bailed out by shareholders including French state railway SNCF, Canadian institutional fund manager Caisse de dépôt et placement du Québec and Hermes...
July 6, 2023
Summer Books 2023
Best summer books of 2023: Critics’ picks
...Plus if you really miss Brian Cox et al, you can slowly flick through the archive photographs while humming a haunting piano theme....
June 23, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Books
What to read in 2024
...Woman, Life, Freedom by Marjane Satrapi et al (Seven Stories Press) The much-feted author of the graphic novel Persepolis leads a collection of vivid, “visually stunning” accounts of the current unrest gripping...
December 28, 2023
Moral Money
Six emerging messages around COP28 Premium content
...There is talk, say, of the UAE subsidising the latter from its own coffers, and its team features two women: Shamma al-Mazrui, UAE Minister of State for Youth Affairs, and Razan al-Mubarak, President of...
February 20, 2023
Transcript
Tracking the mysterious rise of a UAE company
...Andrew EnglandA gentleman called Sheikh Tahnoon bin Zayed al-Nahyan, he’s a brother of Sheikh Mohammed bin Zayed, who is the president of the UAE and he is the ruler of Abu Dhabi. News clipsM-B-Z....
March 8, 2023
Disrupted Times
Rapid growth of AI spurs calls for greater regulation
...Need to know: Global economy Sultan Al Jaber, the president-designate of COP28 and head of the Abu Dhabi National Oil Company, promised to “supercharge” global climate finance, finalise a $100bn fund to...
May 3, 2023
Transcript
Best Of: Tracking the mysterious rise of a UAE company
...News clipsM-B-Z . . . They call him MBZ because it’s easy to remember. His name is Sheikh Mohammed bin Zayed al-Nahyan . . ....
July 5, 2023
US foreign policy
Saudi Arabia tests US ties with Opec+ output cut
...In August, as the US state department approved a $3bn missile sale for the kingdom’s Patriot air defence systems, Opec+ raised its output target by just 100,000 b/d, one of the smallest increases in its...
October 11, 2022
Opec
White House accuses Opec+ of aligning with Russia
...United Arab Emirates energy minister Suhail Al Mazrouei said the group was focused on averting an oil price crash as in 2008, and did not want to get involved with discussions over Russia’s role in the market...
October 5, 2022
FT Swamp Notes
The knowledge gap Premium content
...Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
November 28, 2022
Trade Secrets
Governments are facing a stormy world economy alone Premium content
...al) wouldn’t bring globalisation to a halt....
October 17, 2022
FT Live
Future of Asset Management Asia
Optimising fund firm models for Asia’s ascent
Wednesday, 8 MayMarina View, #2 The Westin Singapore, SingaporeSingapore 018961, Singapore
Europe
Europe’s wrong-type-of-inflation problem
...Barclays’ economist Philippe Gudin de Vallerin et al explain the evolution of public debt as . . . ... the sum of the primary balance as a percentage of GDP and the debt-to-GDP ratio for the previous period...
July 27, 2022
FT Globetrotter
Higher ground: a taste of the coffee revolution brewing in Miami Beach
...It comes iced, nitro (cold brew made with nitrogen gas for an ultra-smooth texture) or hot, with all of the usual suspects represented: macchiato, cappuccino, cortadito et al....
April 12, 2022
FT Books Essay
Serious Money: Walking Plutocratic London — the rise of the super-rich
...To this day, many Americans will take their first steps on the road to appreciating art via the legacy of Frick, Rockefeller, Carnegie et al....
June 9, 2022
Trade Secrets
Globalisation is surviving a hostile environment Premium content
...Despairing of a strong US presence, America’s allies in the region (Japan, Australia, New Zealand et al) will agonise about how much they can slow-walk China’s application to join the CPTPP....
January 10, 2022
FT Asset Management
The rationale behind T Rowe Price’s largest-ever deal Premium content
...So what does this transaction tell us about the state of the asset management industry?...
November 1, 2021
War in Ukraine41 min
Russia's invasion of Ukraine: what next? | FT Live
...really do want to be part of Russia, et cetera....
February 25, 2022
Energy Source
The new paradox in the energy market Premium content
...The SEC charged the United States Oil Fund, the exchange traded product at the centre of last year’s sub-zero oil market meltdown, and its partner United States Commodity Funds, for “misleading statements...
November 9, 2021
The Big Read
Betting on democracy: Biden’s big idea for US foreign policy
...On Sunday, China’s foreign ministry released a scathing 25-page white paper entitled “The state of Democracy in the United States”, which almost exclusively cited American sources on money’s grip over US...
December 8, 2021
HTSI
Meet the unsung stars of American fashion
...The latter is a sweep through three centuries of American fashion history, the former a survey of the United States right now “to re-evaluate commonly held assumptions about American fashion”, according...
September 6, 2021
FT Swamp Notes
The reckless legacy of Benjamin Netanyahu Premium content
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
May 21, 2021

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