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Thames Water
Chinese state banks are lenders to Thames Water’s parent company
...The UK has moved to restrict Chinese investment in critical infrastructure such as the planned new Sizewell C nuclear power plant in Suffolk and forcing telecoms groups to strip out Huawei equipment from...
April 4, 2024
Unhedged
The US economy is normal again Premium content
...If your child has a Frozen II Nerf gun they used once and never again, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
April 4, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Markets
Can spreads ever be too tight? Premium content
...Send me your thoughts: robert.armstrong@ft.com. Can spreads ever be too tight? To the extent that markets people are worried about an overheated market, their concerns are focused on US stocks....
March 19, 2024
Transcript
Transcript: Wall Street bets on Reddit
...overarching question I think Wall Street is asking and users of the site are asking, this becomes a big public business that makes money and that everybody knows how much money it’s making and it’s the C-suite...
March 28, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
April 3, 2024
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
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Thames Water
Thames Water crisis prompts jitters over ‘gold standard’ debt model
...“The government wants to use the regulated asset base model to fund everything from Sizewell C [nuclear power plant] to the energy transition,” said one adviser close to the negotiations at Thames Water....
April 23, 2024
Letter
Letter: If at first you don’t succeed, fail in style
...Robert C AustinProfessor, University of TorontoToronto, ON, Canada...
November 17, 2023
Transcript
Transcript: Election special — local poll results roll in
...Lucy FisherAnd Robert Shrimsley. Robert ShrimsleyHi, Lucy....
May 3, 2024
Transcript
Transcript: Listener questions
...And during the heyday of the “C” Cisco company that makes like routers and what have you, a lot of people by mistake ended up investing in huge cans of tomato sauce, which is hilarious....
March 19, 2024
FTX Trading Ltd
Law firm conflicts ‘permeated FTX’s bankruptcy’, professors allege
...Earlier this month Robert Cleary, a former federal prosecutor, was appointed as an independent examiner in FTX’s bankruptcy to provide a detailed report on the events leading up to its implosion, including...
March 26, 2024
UnhedgedRobert Armstrong
Berkshire or the S&P? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 26, 2024
Behind the Money podcast24 min listen
Listener mailbag with the Unhedged podcast
...On X, follow Ethan Wu (@EthanYWu), Robert Armstrong (@rbrtrmstrng), Katie Martin (@katie_martin_fx) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more....
March 19, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
February 7, 2024
Unhedged
Torsten Slok: the Fed won’t cut this year Premium content
...Email me: robert.armstrong@ft.com. Friday Interview: Torsten Slok Torsten Slok is one of Wall Street’s most closely followed economists....
March 22, 2024
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberSingapore
Unhedged
Five questions for 2024 Premium content
...We like boxes B and C. Will the long end follow the short end down, and why? We can debate how much short rates will come down, but it seems pretty clear that they will fall....
December 19, 2023
Unhedged
Bob Michele: ‘the Fed should start cutting rates’ Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Friday Interview: Bob Michele When trying to solve bond market mysteries, Unhedged has long depended on the wisdom of Bob Michele....
January 5, 2024
Due Diligence
Downfall of a star fund manager Premium content
...That was before DD’s Robert Smith and FT investigative journalist Cynthia O’Murchu exposed that H2O had poured nearly €1.5bn into Windhorst’s network of rickety ventures back in 2019....
January 23, 2024
Unhedged
It’s a good time to be Rick Rieder Premium content
...Let us know who you would like to hear from on future Fridays: robert.armstrong@ft.com and ethan.wu@ft.com....
December 1, 2023
Behind the Money podcast20 min listen
Listener mailbag with Martin Wolf & more
...FT columnists and editors such as Martin Wolf and Robert Armstrong respond to listener questions about everything from finance to markets to the economy....
January 3, 2024
UnhedgedRobert Armstrong
The case for optimism Premium content
...If your confidence is at a maximum, lay an opinion on us: robert.armstrong@ft.com and ethan.wu@ft.com. Can the good times last?...
November 6, 2023
Unhedged
The Zombie notpocalypse Premium content
...“Is it true that triple-C firms have interest coverage ratios below 1? Definitely, but that’s always been the case....
November 21, 2023
Unhedged
The next corporate debt crisis Premium content
...If you’ve looked deep into the bond market’s eyes and seen its soul, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
November 7, 2023
InterviewAt Home with the FT
Simon Costin: ‘I can look out of the window and see another country’
...Instead of any kind of technology being visible, there are a lot of cherished artworks by Clive Hicks-Jenkins, Robert Tavener and Walter Hoyle and, in the kitchen, elaborately decorated ceramics....
November 5, 2023
Travel
43 holidays to take in 2024
...palace are used for performances too, not least the Hall of Mirrors, where Purcell’s Dido and Aeneas can be heard on April 20, and the Chapelle Royale, where Bach’s B Minor Mass and Mozart’s Great Mass in C...
December 30, 2023

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