Hints and tips:
...Duncan Lamont of Schroders responded by sending me one, which he published in late 2022....
...The star guest was Gerhard Schröder, the former German chancellor....
...Schroders Greencoat, the specialist renewables manager of Schroders Capital, has closed £330mn in commitments from six Local Government Pension Schemes in the Brunel Pension Partnership....
...Today the name exists only as a sub-brand of Schroders Investment Management, which bought Cazenove Capital, and as a British sub-brand of JPMorgan, which bought the core business....
...General Atlantic senior adviser Annette Thomas has joined the board of Schroders as a non-executive director....
...Robert Habeck arrived in Bayreuth, a small Bavarian town about four hours’ drive from Berlin, in an elegant slate grey suit and a white shirt open at the collar....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...This makes perfect sense to me, given that value indices tend to have a high weighting of cyclical stocks (though Duncan Lamont, another Schroders man, argues that this is less true than it once was)....
...This is hard on my ego, so email me: robert.armstrong@ft.com....
...Other chairs who participated in the report were Anglo American’s Stuart Chambers, Cressida Hogg of Land Securities and Don Robert at the London Stock Exchange....
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. China: better, sort of The US inflation/Federal Reserve story has become so big that it threatens to drown out everything else....
...And last month Schroders launched the UK’s first long-term asset fund, a product designed to facilitate investment by pension funds into less liquid asset classes such as unlisted companies and infrastructure...
...A rescue package of €9bn has been floated by politicians, and economy minister Robert Habeck was clear that Germany “will not allow a systemically important company to go bankrupt,” not least because Uniper...
...Look back, say the analysts at Schroders, and you will see that corrections of 15-20 per cent in commodity markets are “completely normal during bull cycles”....
...Incoming chair and Schroders veteran Michael Dobson has bought £145,000. Dobson has been appointed as a permanent replacement for former chair and founder Tony Pidgley, who died in June 2020....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The value trade in Europe is screaming Value stocks are having a good 2022....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Risk off! For reals this time!...
...“Agenda 2010”, the sweeping liberalisation of the social security system and labour market pushed through by chancellor Gerhard Schröder in 2003, is the prime example....
...The Green co-leaders Robert Habeck and Annalena Baerbock, who will serve as economy minister and foreign minister respectively, did the same....
...Latest news Erdoğan blocks Nato accession talks with Sweden and Finland Gerhard Schröder to be stripped of German parliamentary privileges Yellen targets Russian oil in EU talks with price cap and tariff...
...Now, this is bad on several levels, and one of them — as Duncan Lamont of Schroders pointed out to me — is fees....
...Under chancellors Gerhard Schröder and Angela Merkel, the country pursued a policy of Wandel durch Handel, or “change through trade”. This led to extreme energy dependence on Russia....
...And, in contrast to some of Greensill’s other Covid loans, the British taxpayer could still be on the hook, as revealed by DD’s Robert Smith....
...As always, you can get your two cents in at: robert.armstrong@ft.com If you are sympathetic to Fancy’s view, check out Moral Money’s interview with him....
...In the build-up to the 2003 Iraq war, Robert Kagan famously argued that Europeans were from Venus and Americans were from Mars....
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