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Britain after Brexit
The uncomfortable truth on EU trade for Labour Premium content
...As Wachowiak et al correctly note, the recent pressures militating in favour of greater cooperation (Ukraine, a second Trump presidency, fiscal constraints), “have not, to date, proven sufficient to overcome...
March 28, 2024
UnhedgedRobert Armstrong
The market is up — narrowly Premium content
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
April 19, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Transcript
Rishi Sunak takes the reins
...And generally speaking, they are the stocks that have been hardest hit by the past, probably 12 to 14 months of regulatory crackdown under Xi Jinping, who has been sort of making Alibaba, Tencent et al feel...
October 25, 2022
FT Swamp Notes
Boris Johnson and the high cost of British frivolity Premium content
...Et tu Brutus? Or in Boris Johnson’s case, Et pretty much everyone — Rishi, Sajid, even Priti for goodness sake (non-aficionados of UK politics should Google them)....
July 8, 2022
ETF HubLatest news on ETFs
Passive investing has increased US stock volatility, study finds
...In the case outlined by Haddad et al, Goltz said investors were buying a stock “even though the price has gone up”, so demand is more inelastic and “you can have additional volatility from shifts in demand...
June 13, 2022
Letter
Letter: Where are the Churchills and Roosevelts for today?
...We have our evil leader for today (you-know-who in Moscow), but do Biden, Johnson, Macron et al fit the bill as statesmen?...
June 20, 2022
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
UK general election26 min
Sketchy Politics: mapping the next election | FT
...But this is the landscape as it emerged after the December 2019 election at which Boris Johnson was triumphant....
November 7, 2023
News in-depthNadhim Zahawi
From Iraqi oilfields to Tory HQ: how Nadhim Zahawi mixed business and politics
...He was given a “dressing down” by Theresa May, then prime minister. But he said he had left early and had not witnessed “the horrific events”, which he condemned “unequivocally”....
January 24, 2023
Britain after Brexit
UK’s approach to solving the protocol problems is illegal Premium content
...As Lord David Pannick QC et al observed in a letter to the Times this week the doctrine of necessity requires “grave and imminent peril” to which the state in question has not contributed....
June 16, 2022
UnhedgedRobert Armstrong
Readers see a recession Premium content
...All assets may perform badly under stagflation, but we’d rather own Pepsi, Johnson & Johnson, Kimberly-Clark, Bristol-Myers et al than sit and watch our cash lose its earnings power....
June 8, 2022
FT Asset Management
The rationale behind T Rowe Price’s largest-ever deal Premium content
...Former US vice-president Al Gore and financier David Blood are launching a climate change asset manager that will largely focus on private markets....
November 1, 2021
Energy Source
The new paradox in the energy market Premium content
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
November 9, 2021
ETF HubLatest news on ETFs
US ETF investors mainly motivated by tax loophole, study shows
...By avoiding the distribution of realised capital gains, the average ETF has had a tax burden 0.92 percentage points lower than that of the typical mutual fund over the past five years, Moussawi et al found...
February 15, 2021
Letter
Letter: Nasa’s mission control centre is no model for UK civil service
...In their astute article on the much heralded reform of the British civil service (“The smashing of the British state”, Magazine, FT Weekend, October 10), Sebastian Payne et al. asked perhaps the most pertinent...
October 30, 2020
Scoreboard
Scoreboard: Boris Johnson plunges British sport into crisis with stadium closures Premium content
...The case, Brown et al. vs USA Taekwondo et al., deals with sexual abuse suffered by three young former Olympic hopefuls in taekwondo, whose coach was convicted and sent to prison in 2015....
September 26, 2020
FT Live
Inside Politics: who will win the UK general election?
Exclusively for FT subscribers
Wednesday, 8 MayDigital Conference
FT Magazine
The smashing of the British state
...“The fact that [David] Cameron, [Jeremy] Heywood (the most powerful civil servant) et al did not understand many basic features of how the world works is why I and a few others gambled on the referendum,...
October 8, 2020
Unhedged
High expectations leave no room for error Premium content
...Monday, July 13 from 12pm-1pm ET. Sign up here....
July 7, 2020
Trade Secrets
Seconds out, round two at the World Trade Organization Premium content
...nearly exhausted its reserves of frozen pork, according to new estimates that underscore the supply shortfall in the world’s top protein market two years after the arrival of African swine fever, write Hudson...
September 21, 2020
Due Diligence
Facebook friends Reliance to crack India Premium content
...Al-Hajri is the brother of Sheikha Al-Anoud, the second wife of Sheikh Tamim bin Hamad Al Thani, the emir of Qatar....
April 23, 2020
Letter
The UK’s next prime minister should back business, not bash it
...Nicole Junkerman Founder, NJF Capital Tim Weller Chairman, Incisive Media Brent Hoberman Founder, Lastminute.com and Founders Factory Frank Meehan Co-Founder and Managing Partner, SparkLabs Joel Johnson...
May 30, 2019
Robert Shrimsley
Dominic Cummings’ reinvention of UK government is about more than new names
...robert.shrimsley@ft.com Follow Robert Shrimsley with myFT and on Twitter Letter in response to this column: A global Britain needs an independent DfID / From Paul Murphy et al...
December 16, 2019
Equities
Markets Now - Thursday 3rd September
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
September 3, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
FT Swamp Notes
Why we should celebrate America’s deep state
...Unlike Sondland et al, they did not buy their positions. Nor will most of them be able to monetise their experience when they leave government....
October 25, 2019

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