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LexTod's SpA
Tod’s owner bid hardly looks luxurious for minority investors Premium content
...The deal values Tod’s at €2bn including debt. This is Della Valle’s second effort to delist Tod’s. An attempt in 2022 failed as shareholders judged his offer was too low....
February 12, 2024
Newsletter
Asset Management: The ‘wizard of Westport’
...So far this year, the S&P banks index is down about 12 per cent, while the benchmark S&P 500 has risen more than 13 per cent. An index of regional back stocks has lost almost a quarter of its value....
November 13, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Moral Money
Solar faces ‘capital crunch’ risk Premium content
...Catterton partner focused on impact investing you might expect some fur to fly....
October 27, 2023
Private equity
Is private equity actually worth it?
...If public markets halve in value then NBIM will halve in value — which in nominal dollar terms will look apocalyptic, given its size — but if there is little to no return compensation for taking illiquidity...
March 5, 2024
Isas
How to make Isas even nicer
..., managing director at wealth manager Evelyn Partners, arguing this would make investment options more visible....
September 29, 2023
Adventurous InvestorDavid Stevenson
Is Japan’s stock finally on the rise again?
...Plot the S&P 500 index return against the Nikkei 225 from just before the pandemic....
June 15, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Credit Suisse Group AG
Seven ways in which Credit Suisse isn’t SVB
...L-T....
March 16, 2023
Prime property
Ferry cross the Mersey: homebuyers choose Liverpool’s waterfront
...Now the waterfront — which forms part of Liverpool Waters, Peel L&P’s £5bn, 30-year project to transform the city’s northern docks — is taking on a new life itself....
May 11, 2023
FirstFT
FirstFT: Credit Suisse slumps to biggest loss since financial crisis
...The day ahead Markets European stocks and futures contracts tracking the blue-chip S&P 500 and Nasdaq rose this morning....
February 9, 2023
FT Asset Management
Asset Management: Cracks in European commercial real estate
...Analysts at Citi have warned that European real estate values could fall by up to 40 per cent by the end of 2024....
April 17, 2023
UnhedgedRobert Armstrong
The Fed and the market are both right Premium content
...One good read If someone wants to partner with you, you should Google them first. Newark couldn’t be bothered....
March 27, 2023
Investments
Keeping the powder dry
...They might be willing to endure quite a few lean years in terms of their own P&L — and even to think about cutting their own costs and headcount — rather than take risks with deals that need stretched assumptions...
January 20, 2023
Due Diligence
SBF explains FTX’s missing money Premium content
...Crossbridge Energy Partners, with the financial backing of commodity trader Vitol, is negotiating an agreement with Lukoil that would value the Sicily-based ISAB refinery at between €1bn-€1.5bn....
December 1, 2022
Due Diligence
Regrets from a Spac disaster Premium content
...Job moves Carlyle has announced 32 new partners and 39 new managing directors....
November 23, 2022
Gilts
Quantifying Britain’s moron risk premium
...Act III: The Red October for Hunt MRP is a fun-ish notional concept....
October 19, 2022
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
Executive education
FT Executive Education Ranking 2022: methodology and key
...Value for money (8.8): clients’ rating of the programme’s design, teaching and materials for value for money....
May 22, 2022
FT Alphaville
How to spend a million dollars, by Sam Bankman-Fried
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
December 19, 2022
News updates from November 3: Fed to dial back stimulus programme, Average UK house price tops £250,000, New Jersey governor Phil Murphy reelected in tight race
UK’s Landsec scoops up majority stake in Salford’s MediaCity
...Landsec will partner with Peel L&P, which will keep a 25 per cent stake....
November 3, 2021
Landsec
UK’s Landsec scoops up majority stake in Salford’s MediaCity
...Landsec will partner with Peel L&P, which will keep a 25 per cent stake. Landsec’s purchase of the waterside area includes £293.6m of debt, reducing its equity investment to £207.6m....
November 3, 2021
Climate change
Saplings fly off the shelves as consumer brands turn green
...Customers “want to align themselves with companies that have the same values as they do”, he added. BrewDog is not alone in looking to promotional planting deals....
February 27, 2021
Equities
Markets Now - Wednesday 15th July 2020
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
July 15, 2020
FT Wealth
Uncertain outlook means rethinking portfolio allocation
...“These sectors are clearly the least vulnerable from an earnings point of view in the current environment,” says partner Iain Tait....
June 23, 2020
Equities
Markets Now - Monday 10th August 2020
...EV/EBITDA of 270x FY21 BBG consensus); after all, IFRS 15 means that the new Solutions contracts are only reflected in the P&L with a lag....
August 10, 2020
Equities
Markets Now - Tuesday 4th August 2020
...However, on metrics that smooth out investment, like P/E, BT looks very cheap, on 6x P/E (sector 15x). Our price target remains 130p....
August 4, 2020
Commodities27 min
How energy transition is driving strong commodities prices
...I very much believe it's going to be a very strong third pillar for our business, and I think it could be a significant P&L contributor to our company, definitely within five years, and definitely within...
June 30, 2021

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