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InterviewMarks & Spencer Group PLC
Breaking the ‘vicious circle’ of ageing customers: Archie Norman on turning around M&S
...Ian Lance, a fund manager at M&S shareholder Temple Bar Investment Trust, said the latest results “demonstrate that the strategy to reshape M&S is starting to deliver”....
November 11, 2023
Transcript
Transcript: Active changes to passive indices
...I’m Katie Martin. Thanks for listening. [MUSIC PLAYING]...
April 23, 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
News in-depthJohn Lewis Partnership PLC
How John Lewis and M&S are faring in the battle for Middle England
...M&S and John Lewis, they will have to run faster.” M&S cannot afford distractions....
March 16, 2024
Corporate bonds
Could change of control covenants put a drag on M&A?
...This would not only be far too much work, but also involve forward-looking statements and legal risk we’d prefer to avoid....
February 9, 2024
Unhedged
Dealing with the dividends doubters Premium content
...Dealing with the dividends doubters So, I’m not saying Daniel Peris got lucky....
February 21, 2024
Skin in the GameStuart Kirk
S&P exceptionalism versus ‘expensiveism’
...The S&P 500 isn’t at such extremes today....
February 9, 2024
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
InterviewMusic
Jazz musician Daniel Casimir: ‘I’m not setting out to be an activist but it has become that way’
...“I’m really very grateful,” says Casimir....
March 26, 2024
Transcript
Transcript: The Five Minute Investor — Magnificent Seven
...If you have any exposure to the S&P 500, then the S&P 500, the biggest index on the planet, is dominated by these names. Claer Barrett Even global indices. Katie Martin Even the global indices....
April 23, 2024
InterviewMusic
Musician Bat for Lashes: ‘When you become a mother, a lot of empathy and rage comes up’
...“Initially, it was difficult because I was on a major label, whereas I think now I’m in my forties, everyone knows I’m not trying to make a ‘pop hit’.”...
March 7, 2024
Unhedged
Regime change is here
...Political will for public R&D investment has materialised....
April 19, 2024
ReviewDance
Choreographer Trajal Harrell richly celebrated in Paris — review
...The earliest work on show was 2011’s (M)imosa, a cult instalment from Twenty Looks or Paris is Burning at The Judson Church, the series that propelled Harrell to fame....
December 11, 2023
FT Alphaville
FTAV’s further reading
...Secondly, I’ve rebooted my old personal newsletter Buy The Dip, and aside from literally talking my book(s) I’m primarily using it as a way to get Alphaville content out and into people’s inbox (which has...
February 19, 2024
InterviewLunch with the FT
Investor Nelson Peltz: ‘I’m not trying to fire Bob Iger, I want to help him’
...Peltz likes to say that he’d rather be rich than be right....
March 22, 2024
ReviewTelevision
Actor Ray Winstone: ‘My whole career is down to getting expelled’
...You have moments of crisis, I guess, and I’m not sure I’ve ever really thought I’m good at it, just that I’ve got something different to offer. Some people like what you do and some don’t....
March 1, 2024
James Max
Rich People’s Problems: Should I be clothes shopping in the sales?
...You’re better off going to the revitalised M&S and getting a pair for £25. Did I just say that? However, despite the renaissance at M&S, its own branded shirts are still terrible....
January 25, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...And I’m slightly sceptical that anyone else knows how to do it, either. But I’m open to suggestions....
March 27, 2024
ReviewAlbums
Taylor Swift: The Tortured Poets Department — heartbreak inspires anguish, anger and a career highlight
...“Fresh Out the Slammer” has Swift “running home” to “the one who says I’m the girl of his American Dreams”....
April 19, 2024
Transcript
Transcript: Two stock markets, two takes
...So the equal-weighted S&P 500....
January 23, 2024
Skin in the GameStuart Kirk
Should investors care about geopolitics?
...On average, the S&P 500 immediately fell 1.2 per cent. It then drops another 5 per cent over the next three weeks....
January 19, 2024
FT Magazine
A butcher’s dispatch from the festive front lines
...My mother had to go to M&S to try her luck. She was furious. The bottom line is, if you are a regular meat eater you should shop at your local butcher all year round....
December 16, 2023
Market bubbles
Big tech will either be fine or probably mostly fine, says Goldman
...The Mag 7 re-invests 60% of their cash flow from operations through growth capex and R&D. This reinvestment rate is more than double the 26% of the Tech Bubble 5 and about 3x that of the S&P 493....
February 6, 2024
InterviewLunch with the FT
Writer Francis Spufford: ‘I’m a sucker for a redemptive arc’
...And I am fundamentally self-approving about what I know how to do when I’m writing . . . I’d like to do it generously if I can, but I’m not uncertain about my capacities.”...
December 22, 2023
LexHelen Thomas
The Lex Newsletter: Is BILGE the next threat to London? Premium content
...I’m not making predictions....
February 16, 2024
Unhedged
Are deals back? Premium content
...Unhedged has written at tedious length about private credit, 2023’s hottest asset class....
January 25, 2024
Europe Express
The EU liberals’ ‘unapologetically pro-European’ election manifesto Premium content
...Context: Renew Europe came third in the 2019 election and voted with the centre-right European People’s party (EPP) and Socialists and Democrats (S&D) to install Ursula von der Leyen as European Commission...
March 11, 2024

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