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HTSI
May’s don’t miss list, from Hunza G’s summer pop-up to Zendaya’s T-shirt
...Hunza G back in 2015....
April 30, 2024
John Lee
A year of takeovers can fuel my portfolio
...Looking at my larger holdings, speculation surfaces from time to time in both Aviva and M&G....
March 20, 2024
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
The best books of the week
A journey into Britain’s murky colonial hinterland
...“The trouble with conversations about history these days,” he laments, is that “there’s no f*****g nuance!”...
May 8, 2024
FT Magazine
The unlikely story of the first celebrity dog
...Warren G Harding had been elected the 29th president of the United States on a promise to restore the country to normalcy....
December 8, 2023
John Lee
Take NatWest shares into Britain’s classrooms
...I view the UK market as attractive and very undervalued — not only for high-yielding large-cap stocks such as Aviva, Legal & General, M&G and Phoenix, all of which I own, but also for so many small-caps....
November 29, 2023
Global Economy
India ‘hopeful’ on G-20 economic agenda despite Ukraine war rift
...Amitabh Kant, India’s G-20 Sherpa, told the Financial Times in an interview last week that India had invited all the G-20 leaders to September’s summit, and that it expected them all, including Russian President...
July 18, 2023
FT Live
Financial Advice Forum
Optimising client centric advice in uncertain times
Tuesday, 24 September8-14 Cooper's Row, London EC3N 2BQ, UK
On Wall StreetWilliam Cohan
What is the point of proxy fights?
...He did gain a seat on the P&G board after a very close vote and recount....
February 23, 2024
Investing in funds
Lure of cash poses challenges for asset managers
...M&G Investments’ annual bond forum in London earlier this year featured an unusual presence on the stage: a large colourful statue of an elephant....
December 13, 2023
Music
Anita Pallenberg — the Rolling Stones muse who blazed a trail of her own
...[and] washed Jasper Johns’ brushes.”...
May 11, 2024
Data PointsJohn Burn-Murdoch
How worried should the Democrats be about the polls?
...john.burn-murdoch@ft.com, @jburnmurdoch...
November 17, 2023
FirstFT
FirstFT: Obama and Clinton back Biden’s support for Israel’s war in Gaza
...Good corporate governance isn’t totally unrelated to environmental concerns, writes Alice Ross, but it would be helpful to have a G that was more related to the E....
March 29, 2024
FT Wealth Management
Investors Trump-proof portfolios as risks rise ahead of US election
...“Trump is starting to enter the narrative as the US election approaches,” says John Roe, head of multi-asset funds at Legal & General Investment Management....
May 1, 2024
FT Asset Management
The smiling crocodile
...“It’s inexorable,” says John Rekenthaler, who has been tracking mutual funds for Morningstar since the 1980s. “I don’t see what a mutual fund can do better than [an] ETF . . ....
March 25, 2024
John Lee
Remote AGMs: the death of shareholder interactions
...Asset manager M&G recently held its hybrid AGM, with good results....
July 5, 2023
FirstFT
FirstFT: Israel launches attacks against Iran
...P&G, Fifth Third Bank, and SLB will also report earnings before the bell. India election: The first phase of voting in the country’s six-week election started today....
April 19, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Watches & Jewellery
Fresh CEOs start at Audemars Piguet and Zenith
...Her previous jobs at Swiss perfume group Firmenich, where she worked from 2020 until joining AP, and at P&G across sectors such as batteries and haircare, bear little connection to horology....
April 9, 2024
FT Alphaville
FTAV’s further reading
...[Bohemian Grove] as “possibly the most dramatic and beautiful I have ever seen” and “the most [expletive] g*ddamned thing you could ever imagine.”...
August 28, 2023
John Lee
Best of FT Money 2023: My dividends strategy continues to deliver
...As a “core” there was a three-unit holding in each of Aviva, Legal & General and M&G, all on yields of at least 8 per cent....
September 5, 2023
Frieze LA 2024
Los Angeles’ artist-run spaces offer bold ideas and mutual help in a precarious market
...Plunkett, Maura Brewer, Ellen Schafer and Nicolas G Miller, among others....
February 24, 2024
Adani Group
Adani shares slide and politicians demand action after reports on hidden investors
...India is hosting the G-20 summit on September 9-10....
August 31, 2023
Letter
Letter: Shelving plans to improve corporate governance is wrong call
...It makes little sense for the government to require enhanced environmental and social reporting (as they are pressing ahead with), while simultaneously abandoning improvements in the G of ESG....
October 23, 2023
Letter
Letter: Lurches in money supply are proven British menace
...Juan CastañedaDirector, The Vinson Centre, University of Buckingham Professor Tim CongdonUniversity of Buckingham John GreenwoodChief Economist, International Monetary Monitor Julian...
November 8, 2023
Legal & General Group PLC
UK insurer Legal & General appoints Simões as chief
...Legal & General chair Sir John Kingman said Simões stood out in an “excellent field” of candidates for his “energy, ambition and clarity of strategic thinking”, as well as his “strong belief in the positive...
June 15, 2023
Global Economy
Finding meaning in the Fed’s new financial index
...Here’s what the authors (Andrea Ajello, Michele Cavallo, Giovanni Favara, William Peterman, John Schindler IV, and Nitish Sinha) have to say: While existing FCIs typically measure whether financial conditions...
July 5, 2023
Container shipping
US-led coalition to create safe corridor in Red Sea as ship diversions mount
...the United States in conducting maritime surveillance and taking defensive action as appropriate to protect commercial ships from the threat posed by the Houthis,” US National Security Council spokesman John...
December 20, 2023

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