Hints and tips:
...There are factors that could sap the fizz from Constellation’s earnings....
...Future of Asset Management North America Hosted by the Financial Times, in collaboration with Ignites and FundFire, Future of Asset Management North America is taking place on September 27-28 at etc.venues...
...Mortier said a weaker jobs market would sap consumer demand, putting pressure on corporate margins as companies lowered prices to compete for market share. “The US consumer is exhausted,” he said....
...In 2022, these funds raked in a net $10.9bn in North America, up from what had been a record $4.1bn the previous year, according to data from FactSet....
...This saga, which has garnered only moderate national attention, should be watched closely; it offers lessons for the rest of America (and elsewhere)....
...Reach out to me (imani.moise@ft.com) or Sid (sid.v@ft.com) to let us know. Happy reading!...
...It’s an important win for activists in Korea Inc., where corporate behemoths including Samsung and Hyundai operate without much interference....
...Write to the FintechFT team at imani.moise@ft.com and sid.v@ft.com....
...Lex says at only a 12 times multiple of 2024 earnings, SAP shares should still appeal. 5....
...‘Perfect scenario’ Those look like V-shaped projections, Andrew Glenn thought to himself....
...This doesn’t mean we are in the midst of a V-shaped recovery, however....
...He joined as part of Mr Tokita’s diversity push involving hires from rivals such as PwC, Microsoft and SAP, Europe’s largest software company....
...Chinese officials realise that they cannot count on US multinationals to deliver in the same way that EU Inc did during the CAI negotiation process....
...What is even more alarming is that America’s legal and financial infrastructure seems ill-prepared....
...But in March, as most of America was ordered to “shelter at home”, revenues fell more than 80 per cent and Mr Schrimmer had to cut headcount drastically....
...Corporate America is finding it hard to kick the share buyback habit, even after the US slipped into its worst recession in decades....
...The coronavirus pandemic has turned the US government into a financing source of last resort for swaths of corporate America, but the socialisation of risk and the picking of winners and losers has concerned...
...(Patrick Temple-West) Bank of America chief says all companies need a carbon neutrality plan The time has come for all companies to commit to going carbon neutral, says Bank of America chief executive...
...Idexx said in October that the animal health market had experienced a “V-shaped recovery”....
...They expect a V-shaped recovery in China after a first-quarter slump, with Patrick predicting tax cuts for sectors hurt by the coronavirus....
...Although its parent company, Interpublic Group Cos Inc, installed female leadership at the Martin Agency, IPG’s board remained the same....
...“I would say that, as a team, we've pretty well discounted a uniform V-shaped recovery. The question is, is it U-shaped, is it W-shaped or parts of it L-shaped?”...
...jonathan.guthrie@ft.com Letters in response to this column: Focus on the haystack — not on the needles / From Brendan P Geary, Washington, DC, US Active v passive: put more faith in market forces / From...
...The Bank of Mexico’s lowering of interest rates last week was the 800th rate cut around the world since the collapse of Lehman Brothers, according to Bank of America....
...Whichever shape the recovery takes — V, W or L — any emissions decline flattens out by the middle of the decade....
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