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Unhedged
Fear of inflation returns Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
April 10, 2024
News in-depthRepublican Party US
Republicans reckon with Reagan’s global vision in insular era of Trump
...Pointing to Trump’s former national security adviser Robert O’Brien, Panetta said: “Your president hasn’t unified the country, he’s split the country . . ....
December 4, 2023
FT Live
Inside Politics: who will win the UK general election?
Exclusively for FT subscribers
Wednesday, 8 MayDigital Conference
The Big Read
The power of Europe’s rebellious farmers
...The demonstrations may have changed that, says O’Brien of the MCC think-tank, which helped organise a protest in Brussels last month....
February 9, 2024
UnhedgedRobert Armstrong
Bad correlation redux Premium content
...Our regular correspondent Paul O’Brien wrote to make a similar point, saying that “ironically, the higher the correlation between bonds and stocks, the more bonds you may want to own.”...
September 25, 2023
Media
MPs call for national security check of Telegraph deal
...Neil O’Brien....
November 29, 2023
The Trump machine
Inside Donald Trump’s new inner circle
...Robert O’Brien, the former national security adviser who has continued to praise Trump, may well be in the mix for a top job....
March 26, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
The Aesthete
What to read this summer? Ask an Aesthete
...Stefan Brüggemann, artistIntelligence for Dummies by Glenn O’Brien This is a collection of essays and writing by the late American journalist and editor Glenn O’Brien. He was a friend....
July 19, 2023
Due Diligence
Can Centerview Partners become the next Goldman Sachs? Premium content
...Elliott Management’s head of investment stewardship Christine O’Brien is leaving the firm, Reuters reports. Barclays has lost three senior investment bankers to Jefferies Group, per Bloomberg....
May 30, 2023
Taiwan
Taiwan clings to its rare diplomatic friends as China looms large
...Despite the lack of diplomatic recognition, the relationship with the US was “much more important” for Taiwan than its diplomatic allies, said Robert O’Brien, one-time national security adviser to former...
April 3, 2023
FT Swamp Notes
Kissinger was right about this Premium content
...But it will inevitably run into the challenge that once you have de-risked, there won’t be much left to couple.” — Paul O’Brien...
May 26, 2023
Moral Money
What invasive species have to do with banks Premium content
...From discussion in the Eden Project’s dome-covered ecosystems, O’Brien hopes to distil a manifesto — he calls it a “sentiment” — about how the UK should evolve over the next 30 years....
November 4, 2022
The Future of Money
Fintech for good needs careful handling Premium content
.... — Robert Le, analyst at PitchBook The idea of a western superapp has been kicked around for a while — Sifted’s Amy O’Brien did a good job looking at the European competitors including Revolut, Klarna...
October 31, 2022
UnhedgedRobert Armstrong
Value in the short(er) end Premium content
...Paul O’Brien, a 60/40 optimist, suggested a simpler change: The key premise of the 60/40 is not the negative correlation of stocks and bonds. It is the low covariance of stocks and bonds....
June 29, 2022
ReviewTheatre
Theatre review — The Tempest at the Globe is gaudy, playful and smart
...Here Caliban (Ciarán O’Brien) is dressed as a bedraggled resort employee, while Ariel (Rachel Hannah Clarke) is a much-abused local, her requests for freedom brushed off by a distracted Prospero....
August 3, 2022
Special ReportFT Health: Future of Antibiotics
Antibiotic resistance raises prospect of untreatable gonorrhoea
...“Initially, we were thinking they [the drugs] will be out by 2024 but, because of Covid, clinical trials have been delayed,” says Seamus O’Brien, director of research and development at GARDP....
July 19, 2022
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Middle Eastern politics & society
Saudi Arabia seeks to resolve Qatar crisis as ‘gift’ to Joe Biden
...Robert O’Brien, the US’s national security adviser, said this month that he hoped to see Qatar Airways being able to fly over boycotting Arab countries “in the next 70 days” before the end of Mr Trump’s...
November 27, 2020
UK economy
CMC tells court Robert Tchenguiz made losing spread bets ‘with his eyes open’
...The High Court heard on Monday that by March 2020, Tchenguiz had “significant exposure” to FirstGroup shares structured as spread bets and taken out with InterTrader, Spreadex, IG Index, RJ O’Brien and ETX...
October 18, 2021
UnhedgedRobert Armstrong
Bitcoin ETFs should not exist
...Paul O’Brien noted that while inflation does not cause margin degradation, “some inflationary forces — rising wages, supply constraints — are bad for margins....
October 20, 2021
ReviewTheatre
A tale of two Hamlets in Guildford and London
...He is frighteningly unpredictable, increasingly sadistic, and the ghost (Ciarán O’Brien), who rises from an onstage pool which becomes the portal between this world and the next, is a bellicose warrior not...
February 10, 2022
Camilla Cavendish
Gove must realise that true levelling up is about people not places
...This was part of the agenda behind the creation of the Policy Exchange think-tank, of which Michael Gove was the founding chairman and Neil O’Brien the second director (I sat on the board)....
September 24, 2021
ReviewAudio books
Genre round-up — the best in audio books
...In many ways it’s a simple story, but one that sets off a series of emotional depth-charges; reader Aidan Kelly, who has narrated work by Sebastian Barry, Flann O’Brien and James Joyce, captures perfectly...
November 22, 2021
UK politics
Gove puts planning reforms on hold and looks to tackle levelling-up
...O’Brien has called for “thought and careful handling” of the reforms....
September 17, 2021
Robert Shrimsley
Why today’s Boris Johnson is the biggest risk to his future self
...But the recent and wise appointment of Neil O’Brien to drive delivery is proof that nearly two years on, it remains a pledge in search of a plan....
June 16, 2021
UK politics
Johnson reshuffles pack with eye on next UK general election
...Those coming in included Neil O’Brien, a former adviser to Tory chancellor George Osborne, who will join Gove’s team with a mission to flesh out the “levelling-up” plan, aimed at spreading prosperity more...
September 16, 2021
US presidential election 2020
Trump security adviser says Biden appears to have won election
...“If the Biden-Harris ticket is determined to be the winner — and obviously things look that way now — we’ll have a very professional transition from the National Security Council,” Robert O’Brien said in...
November 16, 2020

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