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...Carbon capture in soils has been promoted by the livestock industry as “a get out of jail free card”, says Smith....
...He did gain a seat on the P&G board after a very close vote and recount....
...Purchases totalled £948mn last year, down 28 per cent from 2022’s record high of £1.3bn, according to data from the Association of Investment Companies, a trust industry body....
...The Barossa Project is a crucial development for Santos, the A$24bn ($15.7bn) Adelaide-based company that traces its roots to the 1950s....
...When asset managers could barely open their mouths without uttering the letters E, S and G — investment with environmental, social or governance aims — this sector often got the cold shoulder....
...T S Eliot. Poet, essayist, critic and playwright. A brilliant, if flawed, polymath but, perhaps fortunately, no food writer. Nowhere near enough adjectives for a start....
...According to Centerview Partners, Trian’s five-year annualised returns to September 30 were 6 per cent, trailing the equivalent of 10 per cent for the S&P 500....
...The FTSE 100’s big five lenders — Barclays, HSBC, Lloyds, NatWest and Standard Chartered — are expected to pay out £11.8bn in dividends this year, which is 15 per cent of the FTSE 100 total....
...In 2021, S&P started publishing numbered scores from 1 to 5 for the three E, S and G categories as part of corporate credit scores....
...Payments company Visa, for example, had received a two for “E” and “S” and a three for “G”....
...Today, about 70 per cent of companies in the S&P 500 stocks index pay a dividend, but generally a slender one....
...Of this gamma supply, ~70% is on the S&P 500/SPY options,~25% is in Nasdaq/QQQ, and the remainder is a variety of index/ETF exposures (mainly Russell 2000, MSCI EAFE, and MSCI EM) and single names (mainly...
...Key economic and company reports Here is a more complete list of what to expect in terms of company reports and economic data this week....
...It’s an interesting approach because not only does it isolate the sanitised portfolio’s excess returns (in theory), the E S and G bits can be measured individually....
...We were curious to see how Mullarkey’s chart looks broken into this year’s main two trading regimes — before and after the S&P 500 peaked on July 31....
...This outcome “fully invert[s]” the original deal, the Piccininis say in court filings. The family is appealing to the Delaware Supreme Court....
...jennifer.g.williams@ft.com...
...Big share price moves in Europe today include UK retailer Marks and Spencer, Danish jewellery brand Pandora and British insurance company Legal & General: M&S: The British food and fashion retailer’s shares...
...Online-only competitors can sell at cheaper prices than a company with a large retail estate....
...Frankly, the board of M&S should be ashamed that they have gone along with this approach....
...Subscribers rose to a peak of 3.41mn in 2019’s accounts, but this figure was restated as just shy of 2mn in 2020’s accounts, and then as 1.1mn in 2021’s accounts....
...This year, the effective rate of interest on corporate debt jumped to the highest since 2012 for the smallest half of companies in the S&P 1500 (also from M&G, citing SocGen)....
...And somebody has to arbitrarily decide the relative weightings between “E” or “S” and “G”....
...It does not mandate specifically what approach the agencies should take but does say that agencies must separate out E, S and G ratings and that environmental criteria must be explicit about whether they...
...As for G(overnance), its presence in ESG has always been puzzling, since it replaces the original notion of corporate governance, where managers are accountable to shareholders, with one where managers are...
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