Hints and tips:
...And you know, Howard Silverblatt, who’s a great dividend analyst at S&P, made the point to me that it kind of just reflects general corporate caution, right?...
...katie.martin@ft.com...
...In his absence, we have a world-class line-up of Financial Times journos, including Katie Martin on the bull case for dividends....
...Start with some high level numbers, courtesy of S&P’s excellent Howard Silverblatt....
...Katie Martin Lure of cash poses challenges for asset managers Private equity: higher rates start to pummel dealmakers The seven companies driving the US stock market rally One in six asset management...
...Bonds are (sort of) back, writes markets editor Katie Martin. After a tumultuous year, investors are daring to believe the asset class might be worth another shot....
...Another name for this new era might be the Great Exasperation, writes markets editor Katie Martin....
...Katie Martin writes on investors learning to embrace the pain of this year’s sell-off....
...Additional reporting by Katie Martin laurence.fletcher@ft.com...
...One good read Howard Marks sums up his case against forecasting....
...Katie Murray, the group chief financial officer, would see her potential payout increase by 25 per cent....
...Howard Marks, co-founder and co-chair of Oaktree Capital Management, writes about how investors can stay ahead of the herd....
...And don’t miss this Big Read on the week that shook crypto, and markets editor Katie Martin’s column on why this time around what happens in crypto may not stay in crypto....
...But in a memo to clients on Monday, veteran distressed debt specialist Howard Marks warned that while it was “easy to be seduced” by low valuations, “investing on the basis of rote formulas and readily available...
...Alan Howard’s Brevan Howard, for instance, one of the best-known macro funds, made gains of more than 20 per cent in both 2007 and 2008 during the credit crisis....
...Howard Marks co-chairman, Oaktree Capital management Rising interest rates, unlikely as they are in the intermediate term, are the main threat....
...The person pointed out that RBS was the only large UK bank to have a female finance chief, after it elevated Katie Murray to the role in January....
...Howard Marks, the 73-year-old billionaire founder of Oaktree Capital Management famed for his knack for scooping up bargains at times of economic distress, said in a note this week that with the course of...
...“High valuations suggest fragility and vulnerability to surprises,” said Katie Nixon, chief investment officer at Northern Trust Wealth Management....
...Presenters such as Howard Stern specialise in outraging audiences and pushing the limits of radio decency, while the rightwing host Rush Limbaugh was an early backer of Donald Trump for the US presidency...
...Katie Martin writes that many investors are not ready to jump back in to risky bets. “The violent phase of the adjustment has passed, they say, but the perils to investments have not.”...
...Howard Davies, RBS chairman, said: “I am delighted that we have appointed Alison as our new CEO. She brings extensive experience and a track record of success from her previous roles at the bank....
...Howard Davies, RBS chairman, said: “I am pleased to welcome Katie to the RBS board following a successful period as interim CFO....
...Katie Murray, chief financial officer, said Mr McEwan had also “done a huge amount for culture” at the bank....
...Holdings Nicola Wilson Interim Chief Executive Officer, Northern Health Science Alliance Amir Hussain CEO, Yeme Architects Adrian Brooks Chairman, Production Park Dave Jones Managing Director, Veka Katie...
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