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News in-depthWalt Disney Co
Disney’s Iger wins support ahead of AGM showdown with Peltz
...Peltz is a veteran of successful proxy battles at Procter & Gamble and Heinz, as well as an aborted one for Disney last year....
April 3, 2024
FirstFT
FirstFT: US banks set for profits boost
...But the Ecuadorean strongman took a bigger gamble: that the raid would be to his benefit at home....
April 9, 2024
FT Live
The Global Boardroom: 8th Edition
FT journalists in conversation with leaders in business and government
Wednesday, 4 DecemberDigital Conference
LexReckitt Benckiser Group PLC
Reckitt Benckiser: too many sterile quarters leave share price flat Premium content
...Licht is the third chief executive in that time. Eisenhardt’s experience at Nike, and before at Proctor and Gamble, includes work on emerging markets. This is 40 per cent of Reckitt sales....
August 23, 2023
FT Alphaville
When’s a flapjack not a flapjack? It’s a maddeningly difficult question
...In a later case, Revenue & Customs v Procter & Gamble UK, Court of Appeal judge Lord Justice Jacob tried to simplify the food-group paradigm: This sort of question — a matter of classification — is not...
March 11, 2024
News in-depthLabour Party UK
Starmer sets February 8 deadline to finalise draft Labour manifesto
...The party will also pledge to clamp down on water companies polluting the sea, rivers and lakes by expanding the powers of industry regulator Ofwat....
January 22, 2024
Nvidia
There’s a hot new hedge fund hotel
...As Jamie Powell wrote a few years ago, the classic example from the dotcom bubble and bust is Cisco....
July 11, 2023
FT Live
Infrastructure Investment in Latin America and the Caribbean
Identifying opportunities for investors and asset managers
Wednesday, 4 September237 Park Avenue, New York, NY, USA
UnhedgedRobert Armstrong
Markets don’t believe Jay Powell Premium content
...That markets disagree with Powell’s outlook is fine, but it is ultimately a gamble. If he presses on, investors will get stuck holding the bag....
December 15, 2022
The Week Ahead
The Week Ahead: Fed, ECB and BoJ set rates, and Big Tech earnings in spotlight
...The main focus of the Fed announcement will be on the signals that chair Jay Powell sends out on the potential for a further rate rise to tackle inflation. Japan is the joker in the pack....
July 23, 2023
FirstFT
FirstFT: Markets struggle to interpret Powell’s message
...The Bank of Japan is making a giant gamble that a royal flush of national and international outcomes will solve its most pressing problems: sizeable wage increases by Japanese companies, the onset of “good...
November 3, 2022
News in-depthOccidental Petroleum Corp
Oxy and Anadarko: how the ‘dumbest deal in history’ paid off for Vicki Hollub
...But the takeover saddled the company with debts totalling almost $50bn. For the gamble to pay off, oil prices needed to remain elevated. Things quickly started to go wrong....
February 27, 2023
UnhedgedUS economy
US consumers are still riding high Premium content
...Note again the uptick in the first three weeks of January: It’s not just the card companies. Lots of consumer-focused companies have reported solid results....
February 1, 2023
Walt Disney Co
Billionaire Disney insider becomes pivotal figure in Peltz’s proxy fight
...Such a move, the company said, would “threaten the strategic management of Disney during a period of important change in the media landscape”....
February 3, 2023
FirstFT
FirstFT: Biden and Powell meet as inflation surges
...He was previously on the boards of Procter & Gamble, Heinz and Mondelez. 4....
May 31, 2022
HTSIThe HTSI arts special, autumn 2022
Paper – the last luxury
...The textile department of London’s V&A museum has sent boxes of fabric scraps to turn into paper, which will then go back to its paper-conservation department, which has “a nice circularity”, observes Frith-Powell...
September 21, 2022
Disrupted Times
US jobs remain resilient despite high inflation
...Antoine Bouvet of ING said Friday’s job data was “the icing on the cake” after Fed chair Jay Powell’s “hawkish turn” and high inflation....
November 4, 2022
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
InterviewLunch with the FT
Michael Heseltine: ‘The adults are back in charge’
...By now Heseltine, wearing his trademark blue V-neck under a dark suit, is tucking into his soup....
March 17, 2023
Corporate bonds
Further reading
...(FT) — The making of ‘bad gentry’ after the abolition of the civil service exam in China, 1902-1911 (The Journal of Economic History, v Phenomenal World) — Zach Carter with a post on the real student debt...
August 30, 2022
Disrupted Times
Kwarteng’s mini-Budget sets out biggest tax cuts in half a century Premium content
...Companies editor Tom Braithwaite considers the great UK rummage sale....
September 23, 2022
Simon Edelsten
Investors’ recession remedies: chocolate, pet food and face cream
...In these categories, companies such as Procter & Gamble and Nestlé may appeal. Nestlé has another strength — it produces pet food. Here, substitution may not be an option....
July 19, 2022
ObituaryColin Powell
Colin Powell, US general and statesman, 1937-2021
...His father was a foreman in the shipping department of a garment trade company....
October 18, 2021
The Week Ahead
Gatherings for central bankers and military chiefs
...Nike’s head of diversity Felicia Mayo will leave the company at the end of next month after just two years in the role....
June 26, 2022
Gardens
All the King’s gardens
...He loves it,” says Strong, the former head of the V&A and author of some waspish diaries in which few of the rich, famous and powerful are spared....
September 16, 2022
FirstFT
FirstFT: US interest rate ‘lift off’ moves a step closer
...At a press conference after the decision was made public Jay Powell said: “My own view is that the ‘substantial further progress’ test is all but met.”...
September 23, 2021
Coronavirus economic impact
UK consumers haven’t been this gloomy for nearly 50 years
...rival Procter & Gamble....
April 22, 2022
Queen Elizabeth II
Elizabeth II: an appreciation by Simon Schama
...The three-way wiring between media, crown and public that reshaped the modern monarchy did not, in fact, begin with Elizabeth II, but with her grandfather George V....
September 9, 2022

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