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UnhedgedRobert Armstrong
The case for optimism Premium content
...The Economist’s argument is that (a) households’ excess savings will soon be exhausted, and when they are, higher rates will bite (b) companies are already feeling the pain at the margins, as rising bankruptcies...
November 6, 2023
The world in 2023
UK economists’ survey: ‘miserable’ year ahead for households
...As monetary policy works with a lag, and since there is now clear evidence of a) recession and b) that headline inflation has peaked, further hikes on a risk-management basis would be misguided....
January 2, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Equities
Markets Now - Tuesday 4th August 2020
...BT trades on 2021/22E 5.8x P/E and a 7.9% dividend yield....
August 4, 2020
Equities
Markets Now - LIVE - Thursday 12th March 2020
...B cells of recovered patients....
March 12, 2020
Moral Money
Moral Money: Green policies break through logjam of ‘Brexit election’
...(The movement’s name is a play on words, as Kutsu means “shoes” as well as “pain” in Japanese.)...
November 27, 2019
UK schools
Q1: What are the 3 main risks to economic stability in 2008?
...John P....
January 1, 2008
FT Live
Global Wealth Management Summit
Recalibrating business for multi-generational private clients
Wednesday, 6 November222 Marylebone Road, London NW1 6JQ, United Kingdom

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