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Executive Pay
LSE Group turns to US data rivals to benchmark CEO’s pay rise
...LSEG is using US financial data companies such as index provider S&P Global and research and ratings company Moody’s as a measure against which to raise the pay package of chief executive David Schwimmer...
February 22, 2024
Semiconductors
Japanese chipmaker Renesas steps up deal spree with $5.8bn Altium bid
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
February 15, 2024
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 14 NovemberNatural History Museum, Cromwell Road, London, UK
Adventurous InvestorDavid Stevenson
Fintech finally starts to add up for investors
...The KBW Nasdaq Fintech index is up 31 per cent over the past year, compared with a return of 25 per cent for the broader S&P 500....
April 19, 2024
Letter
Letter: A fraud-busting university research unit already exists
...David P LeaderGlasgow, UK...
October 6, 2023
News updates from November 2: Sam Bankman-Fried convicted, BoE leaves rates unchanged
S&P threatens Ørsted with credit rating downgrade
...Ørsted, the world’s largest offshore wind developer, has been threatened with a downgrade by credit rating agency S&P after taking huge writedowns on its US projects this week.S&P Global Ratings said it...
November 2, 2023
US equities
The fading ex-Mag7 earnings outlook
...However, this slide in the latest deck sent out by Goldman’s David Kostin caught FT Alphaville’s eye: Last autumn saw a US earnings recession — typically defined as two quarters of contracting corporate...
April 4, 2024
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
Adventurous InvestorDavid Stevenson
Options ETFs give investors a handy hedge
...David Stevenson is an active private investor. He has written for the UK Structured Products Association and Tempo. Email: adventurous@ft.com. X: @advinvestor....
March 9, 2024
Unhedged
Are higher rates inflationary? Premium content
...Looking at a 20-year chart of the price/earnings valuations of the S&P 500 and its small cap sibling the S&P 600, it seems possible that this is what has happened to small stocks: Small caps (dark blue...
April 18, 2024
Ørsted AS
Ørsted troubles mount as S&P threatens credit-rating downgrade
...Ørsted, the world’s largest offshore wind developer, has been threatened with a downgrade by credit-rating agency S&P after taking huge writedowns on US projects it abandoned this week.S&P Global Ratings...
November 2, 2023
Executive Pay
UK groups need to pay executives more, says LSEG chief ahead of bumper new package
...Speaking on the day LSEG published earnings, David Schwimmer, a New York native, said that on pay the US was “in a different place” compared with other countries....
February 29, 2024
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...30x P/E multiple is sustainable given rest of the index trades at 18x,” write Goldman’s David Kostin and team....
February 6, 2024
The Art Market
Strong sales at Art Basel Miami Beach despite ‘subdued’ start
...These included Thornton Dial’s “Birds See What the Tiger Can’t” (1991, David Lewis gallery, $275,000) and 2022 canvases by Lonnie Holley for up to $130,000 (Edel Assanti)....
December 7, 2023
Equities
Small stocks, big problems
...In contrast, the S&P 500’s price-to-book ratio is close to the record 5 times it touched in 2021 and 2000 (the Nasdaq’s P/B ratio is close to 7.5 times)....
April 17, 2024
LexBoeing Co
Boeing chief’s exit is not enough to lift aerospace group’s shares Premium content
...David Calhoun took over as Boeing’s chief executive four years ago in the middle of a crisis that followed a pair of deadly crashes in 2018 and 2019. Both involved Boeing’s best-selling 737 Max 8....
March 25, 2024
News updates from January 15: US-owned commercial ship hit by missile off Yemen, German output contracts 0.3% in 2023
Japan’s top companies tight-lipped on valuations, despite new ‘name and shame’ regime
...Only 5 per cent of S&P 500 companies have price-to-book ratios below that level, according to JPX....
January 15, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Markets InsightDavid Zervos
The Fed put is back — and in a stronger, more flexible form
...When the S&P 500 index dropped from 4,800 to 3,600 in 2022, did the put get exercised? No!...
February 9, 2024
SoftBank Group Corp
SoftBank finance chief criticises S&P for lack of credit upgrade after Arm deal
...S&P could not immediately be reached for comment....
September 21, 2023
Japanese business & finance
Most Japanese prime-listed companies fail to disclose capital efficiency plans
...Only five per cent of S&P 500 companies have price-to-book ratios below that critical level, according to JPX....
January 15, 2024
US equities
US small-caps suffer worst run against larger stocks in over 20 years
...“If [small-cap] earnings pick up, people will buy the stocks,” said David Lefkowitz, head of US equities in UBS’s chief investment office. “And earnings should pick up.”...
March 27, 2024
The Week Ahead
Deadlines for politicians and Nato’s 75th anniversary
...My colleague David Hindley will be holding the fort, and keeping you ahead of the agenda, while I am away. What are your priorities for the next seven days?...
March 31, 2024
Equities
Global supply of equities shrinks at fastest pace in decades
...In the US, the S&P 500 has added 7.9 per cent....
April 5, 2024
Adventurous InvestorDavid Stevenson
Go on the defensive: ETFs for a volatile market
...David Stevenson is an active private investor. Email: adventurous@ft.com. Twitter: @advinvestor....
November 24, 2023
News in-depthJapanese business & finance
Hiromi Yamaji: The banker turned stock exchange boss rattling Japan’s listed companies
...The P/B ratio measures the market value relative to its book value....
November 5, 2023
Adventurous InvestorDavid Stevenson
My left-field investment ideas for 2024
...This is an under-owned asset class and you can access it via local currency ETFs from the likes of iShares (iShares J.P. Morgan EM Local Government Bond UCITS ETF, ticker SEML)....
February 1, 2024
News updates from November 9: S&P 500 snaps win streak, Ransomware attack disrupts Chinese lender ICBC
SoftBank adds to shareholder pain with unexpected $6bn loss
...Analysts had expected a gain of ¥180.8bn in the quarter to September, according to S&P Capital IQ....
November 9, 2023

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