Hints and tips:
...Triple-B [the lowest rung of IG] spreads are at about 120bp, whereas double-B high-yield is at 200bp. So you pick up 80bp from going from triple-B to double-B....
...So to be successful at contrarianism, you have to understand (a) what the herd is doing, (b) why it is doing it, (c) what is wrong with it, and (d) what should be done instead....
...AlixPartners has been appointed as receiver at B.UK In a personal blow to the family, Aidan Barclay and Howard Barclay, the sons of the late Sir David Barclay, have been removed as directors of TMG and...
...For bonus reading, here’s Oaktree’s Howard Marks on lessons from Silicon Valley Bank (and a discussion of the commercial real estate risks many people are currently freaking out about)....
...For example, it would make modelling easier to be able to assume that consumers won’t buy B in place of A if B isn’t either better or cheaper (or both)....
...In 2019 Coutts became a “B Corp”, committing it to enhanced environmental, social and governance goals....
...Cleaning up the mess now falls to interim chief Paul Thwaite, as NatWest chair Howard Davies and Coutts CEO Peter Flavel find themselves on the chopping block for their mishandling of the Farage fallout....
...answer what should be a very basic question: Will you (a) strive to outperform, an approach which costs money, is far from sure to work, and can result in your returns actually falling below average, or (b)...
...Likewise, it is worth asking where were the boards of directors of both Disney and Starbucks when it was time to pick the successors to their charismatic leaders, Bob Iger and Howard Schultz?...
...Among its shareholders are some of the world’s most-respected hedge fund managers, including Brevan Howard Asset Management’s Alan Howard, Millennium Management’s Izzy Englander and the family of Paul Tudor...
...In a letter to the senate explaining his absence, Weah said that justice minister and attorney-general Frank Musa Dean will chair cabinet meetings in consultation with the vice-president, Jewel Howard-Taylor...
...The gist of the claim was that (a) companies buy back more of their shares when times are good and their stock is expensive, and (b) buybacks only create value when the shares are bought back at or below...
...Windhorst offered La Perla role to H2O chief’s wife (FT) Goldman Sachs considers hundreds of job cuts at consumer business (FT) Brokers braced for big overhaul of US stock trading rules (FT) Michael B....
...Ray Dalio and Howard Marks could take tips in brevity from the billionaire. As he was tweeting, Musk was also selling Tesla stock....
...That’s because he owns B shares, which have 50 per cent of the voting rights despite his family holding company only owning a 9.1 per cent stake....
...Britain has just six operational nuclear plants after Hunterston B in North Ayrshire closed last month with another — Hinkley Point B in Somerset — due to follow in July....
...Howard Morgan, chair of New York venture firm B Capital, singles out the tech industry’s various attempts to revolutionise the transport sector as one cause of regret....
...Howard led a $25m extension of Copper’s Series B fundraising, which secured $50m in May....
...without blanching her blue eyes (which tended to happen with black-and-white film stock) and learned his craft on silent films, assisting cinematographers Alvin Wyckoff, a frequent collaborator of Cecil B...
...Email me robert.armstrong@ft.com Howard Marks on economic growth in a ‘low return world’ Howard Marks is co-chairman and co-founder of Oaktree Capital Management, which manages $150bn in alternative assets...
...Some regimes are more elaborate than others: a “cleanse” can mean subsisting only on water spiked with lemon, grade B maple syrup and cayenne pepper for 12 days (Beyoncé actually did that....
...sharp reversal of lockdown fashion trends” as shoppers returned to formal wear and a continuance of the DIY boom that accelerated during the pandemic, evidenced in strong profits from Kingfisher, owner of B&...
...Oswalds, Birley shops in the City George BukhovCo-Founder, Burger & Lobster Restaurant Group Joel and Divia Cadbury Richard CaringChairman, Caprice Holdings Jean-Francois CasanovaCEO Dream International B.V...
...Howard Davies, chair of NatWest: We will lag, quite a lot. And the big question this year will be how to share the pain of declining real incomes....
...Our UK launch follows an A$26m funding B-round, led by Morgan Stanley. What’s your most recent valuation? A$105m Who are your major shareholders?...
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