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Apple Inc
‘Sell Apple’
...With just 1.2bn people having an income above $12K a year, Apple is valued on an EV per pop of c$2,300, which requires c$800pp of annual spend, on the global equity strategy team’s calculations. 4....
February 27, 2024
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Equities
Markets Now - Wednesday 22nd April 2020
...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...
April 22, 2020
Equities
Markets Now - Thursday 14th May 2020
...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....
May 14, 2020
News in-depthFT Alphaville
“Potential” output forecasts are actually worthless
...Coibion et al think official forecasters — the CBO is not alone — are making the same mistake as in the 1990s....
July 21, 2017
FT AlphavilleCentral banks
Government debt and monetary policy
...According to Summers et al, the main justification for the Fed’s bond-buying was that constricting the supply of safe assets available for people to own drives down risk-free returns, which encourage savers...
October 6, 2014
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
FT AlphavilleJoseph Cotterill
L’état, c’est plagued by holdouts
...Now here he is on a blast from the past… It’s Allied Bank International v Banco Credito Agricola de Cartago et al....
November 19, 2012
FT AlphavilleJoseph Cotterill
“Repent, Argentina!” said the ticktock judges (part one)
...Again, it was all a bit vague in the courtroom, but one idea seemed to be giving NML et al whatever the backlog of 11 years of payments was, and then paying them at the EBG rate thereafter....
March 2, 2013
FT AlphavilleEurozone economy
Study the financial crisis with the new Greek PM
...French et al, The Squam Lake Report: Fixing the Financial System (SLR), Princeton University Press, 2010....
November 10, 2011
FT AlphavilleGwen Robinson
Market sentiment: Faber et al take on ‘green shoot ennui’
...“A rally past the first week of May would force us to reconsider this view, as it would suggest a ‘V’ bottom is more likely.”...
May 5, 2009
ReviewLife & Arts
Books of the year
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
November 28, 2009
FT AlphavilleHedge funds
Anatomy of a panic? The collapse of Morgan Stanley
...The picture is much more subtle and insidious than the WSJ and Andrew Cuomo et al make out....
November 25, 2008
Fund management
From value strippers to value protectors
...*Hedge Fund Activism, Corporate Governance, and Firm Performance (2006), Brav et al...
December 7, 2008
ReviewBooks
Slings and arrows
...He was a “working man of the theatre” - arguably (but not in every respect) superior to Dekker, Middleton, Jonson et al, and no different in kind. He lived in a real world....
August 18, 2006
World
A bittersweet ending for Unilever?s chief executive
...Andrew Wood, an analyst with Sanford C....
August 23, 2004
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore

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