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Rio Tinto PLC
Rio Tinto chief says west sees need to match China to secure resources
...Global demand for refined copper alone is expected to double to about 50mn tonnes annually by 2035, according to forecasts published by S&P Global and Rio Tinto....
July 18, 2023
Markets InsightEdward Stanley
Investors are still underestimating the long-term impact of AI
...Since 1990, missing the 30 best days of the S&P 500 cuts your compound returns in half....
April 1, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Edward Luce
Robert Kennedy Jr’s perilous voyage of discovery
...edward.luce@ft.com...
March 27, 2024
FT Swamp Notes
Is global terror making a comeback? Premium content
...My column this week looks at 2024’s potential Ralph Nader election spoiler: Robert F Kennedy Jr, who this week made an obscure pick as his third party running mate — Nicole Shanahan, the wealthy ex-wife...
March 29, 2024
FT Swamp Notes
Let’s not overdo the McConnell farewell Premium content
...Thankfully for America, FDR replaced Wallace with Harry S Truman just a few months before he passed away. Will explains just how close a call this was. Wallace was a fan of Stalin....
March 1, 2024
Six theatre shows to see in London
The Ballad of Hattie and James theatre review — music and memories combine in a delicate new drama
...One played a crucial role in The Piano, Channel 4’s TV competition for amateur musicians. And they often go viral, as passers-by film serendipitous musical encounters between strangers....
April 24, 2024
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
Chinese politics & policy
Chinese companies revive Mao-era militias
...James Char, a China expert at the S Rajaratnam School of International Studies in Singapore, attributed resurgence of interest in PAFDs to the “CCP party-state stressing ‘security’ over ‘development’”, which...
February 20, 2024
Edward Luce
America’s ‘do-harm’ Congress
...edward.luce@ft.com...
February 7, 2024
The Big Read
Will Xi’s manufacturing plan be enough to rescue China’s economy?
...China’s benchmark stock index, the CSI 300, has lost 32 per cent since the start of 2021; America’s S&P 500 has gained 39 per cent in the same period....
March 27, 2024
FT Swamp Notes
The US right’s underestimated brain Premium content
...I am a little late to reading Project 2025’s Mandate for Leadership: The Conservative Promise which was published last April. The 920-page document is a serious blueprint for a Trump administration....
January 19, 2024
Games industry
Chinese gaming stocks regain some ground as Beijing softens rhetoric
...The MSCI China index is set to finish the year down more than 17 per cent, compared to a rise of more than 24 per cent for the S&P 500 in the US....
December 27, 2023
ReviewDance
Grief, bliss and terror in the Royal Ballet’s Kenneth MacMillan retrospective
...It opens with a revival of 1955’s dazzling Danses concertantes, the choreographer’s first professional commission....
March 21, 2024
Sovereign bonds
The passive attack on bond markets
...Which is why this new report from S&P Dow Jones Indices caught FT Alphaville’s eye....
February 8, 2024
Global Economy
Goldman Sachs: Everything Is Awesome
...Each offers protection against a different tail risk, so a balanced asset mix should replace 2023’s cash focus, with a greater role for duration in portfolios....
November 13, 2023
FirstFT
FirstFT: China steps up military exercises around Taiwan
...Biden’s Palestine problem: The president’s staunch support for Israel risks damaging his prospects for re-election, argues Edward Luce....
January 18, 2024
FT Live
Global Private Banking Awards 2024
Celebrating excellence in wealth management
Thursday, 7 NovemberThe Landmark London, London, UK
News updates from September 4: Black Sea grain deal in balance after Putin-Erdoğan talks; Starmer’s front bench reshuffle elevates MPs on Labour’s right
China confirms Xi’s number two Li Qiang will attend G20
...It has been viewed as a blow to India’s prime minister Narendra Modi and highlights disagreements among the G20’s members over Russia’s war in Ukraine and burden-sharing between rich and developing nations...
September 4, 2023
BlackRock Inc
Bitcoin helps power BlackRock assets under management to record $10.5tn
...In the US, the S&P 500 had its best first quarter since 2019. Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
April 12, 2024
Film
The view from Taiwan: looking back at the films of Edward Yang
...A screening of Werner Herzog’s Aguirre, the Wrath of God (1972) reignited his interest in cinema....
July 19, 2023
HTSI
Cowboy culture is everywhere – and it’s way more inclusive
...Edward Crutchley offered tapestry cowboy hats and laced leather. And Stetson has been struggling to keep up with the demand for its hats....
April 22, 2024
FirstFT
FirstFT: Narendra Modi addresses US assassination claims
...Opinion: Democrats need to find more compelling ways of asking people to vote for them beyond warnings about Trump, writes Edward Luce. 2....
December 20, 2023
World
FirstFT: Federal Reserve sparks market rally
...Opinion: Trump’s financial difficulties pose risks for America as well as for himself, argues Edward Luce....
March 21, 2024
US equities
UK retail investors rush back into global equities
...The S&P 500 has started the year up almost 5 per cent, while the Nasdaq 100 is 6 per cent higher since January 1....
February 7, 2024
US Election Countdown
US economy: Americans aren’t buying what Biden is selling
...And on Wall Street, the S&P 500 has hit record highs this year. So what’s going on? Shouldn’t voters love all of this?...
March 12, 2024
LexUS equities
US stocks: pandemic-era debt binge boosts corporate profits Premium content
...Large companies with access to bond markets have in effect played the yield curve in reverse, says Société Générale strategist Albert Edwards....
November 30, 2023
US equities
Goldman’s US equity forecast for 2024
...fit for the classic sellside prediction pattern of either “higher, then lower” or “lower, then higher” (with the notable exception being Tom “higher, then even higher” Lee and Albert “lower, then FUBAR” Edwards...
November 20, 2023

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