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...That’s a topic that Goldman Sachs’ chief economist Jan Hatzius has tackled in his latest report. It’s naturally US-focused, but the findings should broadly apply elsewhere....
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...Most large consumer packaged goods groups, including P&G, are still operating on tighter margins than they were before the pandemic....
...The move follows the departure of Fleming’s co-head Jan Skarbek....
...The business department also confirmed the appointment of former BT and Rio Tinto boss Sir Jan du Plessis to lead the watchdog, which has been without a permanent chair since May 2020....
...Later, the energy efficiency rating system used on the labels was expanded, to range from “G”, the worst, to “A”, the best....
...Jan Hatzius estimated in 2017 that the Amazon effect was removing 23bp from goods inflation every year . . ....
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...pointed out that most of the forensic audit was still at an early stage and it had so far relied only on “open-source background research” without yet using “further forensic investigation procedures, e.g....
...P&G is up 3 per cent and Unilever is down 16 per cent....
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...Seven year-old Brazilian start-up Nubank is now one of Latin America’s most valuable financial institutions after a Series G fundraise led by Singapore’s sovereign wealth fund GIC....
...Jan Erik Saugestad, chief executive of Storebrand Asset Management, the $91bn Nordic asset manager, said he believed the trend for sustainable investing was likely to become “even stronger” as the world...
...“The nature of the economic regime has meant that large-caps have a privileged position,” said Dave Fishwick, chief investment officer of M&G’s macro investment business....
...“Given that China is such an important creditor for many low-income countries, that’s a really big deal,” said Jan Friederich, head of Middle East and Africa sovereign ratings at Fitch, the credit rating...
...It would be very strange if it didn’t change the investment industry as well,” says Storebrand Asset Management CEO Jan Erik Saugestad....
...“L&G offers a 6.3% 2020E dividend yield, 1.2% above the sector average. Pre-2016 L&G's yield averaged 0.4% above the sector.”...
...“We expect defaults to be in the mid-single digit area,” said Charles de Quinsonas, a fund manager at M&G Investments....
...M&G, in our view, now screens as the next most likely defer its dividend given the reported poor flow picture YTD and that includes a de-merger special of 3.9p (M&G under pressure as investors flee flagship...
...corporate action); (4) depressed valuations; and (5) exposure to secular growth themes (e.g. green capex)....
...Since mid-Jan the stock has been flat vs FTSE 250 down 18%. FY20 results were solid, with an encouraging start to FY21e....
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...its share buyback (spent £509m LTM Jan-20), and will reduce planned capex....
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