Hints and tips:
...One US fund manager told the FT his company was concentrating on consumer stocks, which seemed to have fewer national security complications....
...Eurostar narrowly dodged bankruptcy in 2021 after being bailed out by shareholders including French state railway SNCF, Canadian institutional fund manager Caisse de dépôt et placement du Québec and Hermes...
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...Ian Aylward, head of fund selection at Barclays, said Smith’s focus on so-called “quality growth” companies has been “unwavering”....
...However, Bebchuk et al conclude that this throws the ball into the government’s court....
...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...
...Mihai Florian has moved to BlueBay Asset Management as a senior portfolio manager to focus on illiquid corporate credit strategies in emerging markets....
...Other FTSE 100 companies with a US focus — Ashtead, Prudential and Pearson et al — will be monitoring Ferguson’s drip-by-drip progress carefully....
...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...
...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....
...Here’s a chart from a 2019 paper by Michael Rosenfeld et al. to demonstrate: Note the spike in “met in bar or restaurant” alongside the spike “met online”....
...Wednesday’s development in the NMC vs Muddy Waters et al saga saw Krupa Global Investments, a Czech activist fund, say apropos of nothing that it holds positions equivalent to just over 0.4 per cent of the...
...The fund’s success could mark a turning point for activism in Japan, revealing the vulnerabilities of certain Japanese boards in an era of heightened focus on governance and stewardship....
...We tried to focus on the views but eventually could take no more and fled a day early....
...Furthermore, motivated by the results of Agarwal et al. (2009) and Joenväärä et al. (2015), we consolidate six hedge fund databases to ensure a wide coverage of funds over a long time period (January 1994...
...They argue that it makes little sense to ban a non-strategic company such as Rusal while leaving Sberbank, VTB and Gazprom et al still tradeable in the US....
...I guess it will need an increased ESG focus on Russia and sanctions, or a more active move by the US Treasury et al to question Russian index inclusion and bring a more fundamental re-assessment of Russian...
...“Uncertainty around Homebase, Poundworld et al presents opportunity for B&M from both a property and a capacity withdrawal perspective....
...The first employer-sponsored pension plan in Canada was introduced in 1874 (Gale et al., 2006). By contrast, some countries have only recently introduced private pension plans....
...Yasir al-Rumayyan, managing director of the Public Investment Fund, told the Financial Times that funding would come from the proceeds of the privatisation of state assets, including Saudi Aramco, the oil...
...On this, there are some centuries-old results from international trade theory (see the leading textbook by Paul Krugman et al)....
...This was disproved by the trial of US v Zarrab et al, in which a Turkish banker and a gold trader were convicted of laundering Iranian oil and gas revenues....
...Saudi’s Public Investment Fund is to place $20bn with Blackstone, the alternative asset manager, becoming the anchor investor in a new $40bn infrastructure fund that will focus on upgrading US assets....
International Edition