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UnhedgedRobert Armstrong
JPMorgan’s increasing returns Premium content
...They found that the standout stocks today are at much cheaper valuations than the stars of the 90s were, and while the valuations of the Magnificent 7 et al do look a lot like the “Nifties,” they tend to...
March 11, 2024
Venice Architecture Biennale 2023
Venice exhibition restores African architects to the story of Tropical Modernism
...Drawing parallels with the highlife music that plays throughout the video, Turner points to the words of Ghana’s “king of highlife”, ET Mensah....
May 18, 2023
FT Live
Bank of the Year Awards 2024
Recognising the best in banking globally
Wednesday, 4 DecemberLondon, UK
Unhedged
The Fed calls the top Premium content
...If you owned rate-sensitive, high-risk stocks yesterday you have Unhedged’s permission to sell and take the rest of the year off (Carvana, Zillow, SoFi, et al rose 10 per cent or more)....
December 14, 2023
FT MagazineJancis Robinson
Bordeaux’s 2022 vintage: a delightful mystery
...Peynaud’s successors at the University of Bordeaux, currently Marchal et al, produce a detailed report on the growing season every year....
May 6, 2023
Due Diligence
The case against SBF grows thicker Premium content
...EY says the 51 issuances across the wider region last year was a record, raising $22bn, a 179 per cent increase on 2021, with a healthy pipeline ahead....
March 29, 2023
Transcript
Tracking the mysterious rise of a UAE company
...And they’re gonna be cautious about their identities being known, about being quoted on the record, et cetera, et cetera. So who do we speak to? We speak to people who watch the market....
March 8, 2023
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
News in-depthNadhim Zahawi
From Iraqi oilfields to Tory HQ: how Nadhim Zahawi mixed business and politics
...the region’s government....
January 24, 2023
Trade Secrets
Governments are facing a stormy world economy alone Premium content
...al) wouldn’t bring globalisation to a halt....
October 17, 2022
Disrupted Times
Europe steps up efforts to combat energy crisis
...The Asian Development Bank cut its 2022 growth forecast for the region’s developing nations from 5.2 per cent to 4.3 per cent in the face of China’s lockdowns, the war in Ukraine and rising inflation....
September 21, 2022
Central banks
Are quantitative tightening fears overblown?
...Does that mean already anxious investors have little to fear as the Fed et al embark on QT?...
June 14, 2022
FT Swamp Notes
The reckless legacy of Benjamin Netanyahu Premium content
...The same, of course, applies to Le Pen et al in Europe. I don’t know Israel nearly well enough to prescribe a solution to the deep-seated Palestinian-Israeli crisis....
May 21, 2021
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
Unhedged
High expectations leave no room for error Premium content
...Monday, July 13 from 12pm-1pm ET. Sign up here....
July 7, 2020
Disrupted Times
Businesses grapple with how to reopen offices safely Premium content
...Renée Kaplan, head of digital editorial development, has the lowdown on the best places for an al fresco drink....
August 3, 2020
Equities
Markets Now - Wednesday 5th August 2020
...al, with just $9bn on legacy oil and gas....
August 5, 2020
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
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
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
Moral Money
Dallas Fed on climate risk, Mad Men and morality, bonuses and ESG
...In Europe Mark Carney, governor of the Bank of England, has been shouting about climate risk for the past four years. But there are several reasons why investors should heed Kaplan’s comments....
June 26, 2019
FirstFT
FirstFT: Today’s top stories
...(LA Times) Fourth-quarter earnings season looms A trio of big banks kick off the fourth-quarter earnings season in the US on Tuesday....
January 13, 2020
FirstFT
FirstFT: Today’s top stories
...Sign up for Moral Money Robert Kaplan, president of the Federal Reserve Bank of Dallas, warns that droughts, floods and other climate-related issues are influencing his assessment of economic conditions...
June 28, 2019
#techAsia
Apple to step up diversification out of China
...When sages speak Here is a thumping research report from Jonathan Woetzel, Jeongmin Seong et al from the McKinsey Global Institute....
July 17, 2019
FT AlphavilleDan McCrum
Crowded trade watch: no-one likes the Swiss franc
...al, Jun 4)....
June 18, 2018
FirstFT
FirstFT: Today’s top stories
...Bank of America, meanwhile, plans to hire as many as 50 senior dealmakers to revitalise its stuttering investment bank....
November 7, 2018
Cordelia Jenkins
Opinion today: How corruption went global
...We followed along with FDR, Eisenhower, JFK, Reagan, Clinton and Bush et. al in their postwar course because we wanted to or had to: there was no alternative worthy of considering or competition....
June 19, 2018
Life & Arts
A guide to secret Sicily
...One can just imagine a steady stream of choppers zeroing in on the helipad, Larry, Sergey et al talking shop on one of its two 18-hole golf courses, or languishing in its 4,000 sq metre spa....
July 13, 2018

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