Hints and tips:
...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...
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...say Jonas et al. Yes it can! Look! And look! And look! That’s Tesla on an EV of 28.3 times 2025 ebitda, per Morgan Stanley forecasts, which is more expensive than Nvidia’s 25.3 times ebitda....
...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...
...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)....
...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...
...“This balloon will keep flying as long as India is progressing,” he replied....
...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....
...Gary Retelny Retelny has for more than a decade led one of the two least-appreciated power brokers of the investment industry, proxy adviser Institutional Shareholder Services....
...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....
...Former US vice-president Al Gore and financier David Blood are launching a climate change asset manager that will largely focus on private markets....
...(NPR) Opinion: There is still work to be done cracking down on methane and other superpollutants (Bledsoe et al, NYT)...
...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...
...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...
...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....
...“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,...
...One Covid-19 related M&A matter to start: US telecoms group Verizon has acquired video conferencing company BlueJeans Network, one of the services we all now find ourselves on. More here....
...al, overcome the challenges and build those Fleits after all....
...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...
...); (v) the EU taxonomy; and (vi) a possible carbon border tax....
...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....
...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....
...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...
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...“[South Korea et al] probably don’t belong in an emerging market index, particularly on the debt side,” added Mr Huebler, who said EM investors generally think they are targeting “countries that have a risk...
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