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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
Robert Shrimsley
Tories need to learn to love London again
...robert.shrimsley@ft.com...
April 24, 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
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
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
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
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
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
Letter
Letter: If at first you don’t succeed, fail in style
...Robert C AustinProfessor, University of TorontoToronto, ON, Canada...
November 17, 2023
ReviewBusiness books
Business books: what to read this month
...Andrew Hill ‘Smart Money: The Fall and Rise of Brentford FC’, by Alex Duff Matthew Benham made a small fortune from trading derivatives for some of the biggest banks on Wall Street....
March 12, 2024
Transcript
Transcript: The dilemma of the supercompany
...Ethan WuWe’re at there’s gold in them hills. (Laughter) Robert Armstrong(Laughter) Let’s go! Ethan WuAll right, I’m with you. Let’s go....
February 15, 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
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberDigital Conference
Unhedged
Aswath Damodaran: ‘Investing is an act of faith’ Premium content
...But if you have them already in your portfolio, I wouldn’t be selling them and running for the hills. Unhedged: How do you calculate equity risk premium?...
March 15, 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
Life & Arts
FT Weekend Quiz: David Bowie, Hillary Clinton and ‘Peaky Blinders’
...The Boot Hill museum of the Old West is in which former frontier town in Kansas?...
March 29, 2024
Transcript
Transcript: The return-to-office debate is heating up
...We’re seeing a new job title emerge — chief hybrid officer — in the C-suite, really senior people who are in charge of hybrid and making it work....
February 6, 2024
News updates from March 12: US inflation rises to 3.2%; White House warns Israel against ‘smashing into Rafah’
What to watch in North America on Tuesday
...Biden special counsel testimony: Robert Hur, who was appointed in January 2023 to oversee the investigation into President Joe Biden’s handling of classified documents, will testify on Capitol Hill about...
March 12, 2024
Unhedged
Everyone calm down about CPI Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Reserving judgment on inflation Markets took yesterday’s hotter-than-expected CPI inflation report hard....
February 14, 2024
ReviewBusiness books
Business books: what to read this month
...Andrew Hill ‘Making It in America: The Almost Impossible Quest to Manufacture in the USA’ by Rachel Slade What does it take to manufacture in the US in the 21st century?...
January 30, 2024
In the footsteps of . . .
Across ‘Saxon Switzerland’ in the footsteps of Caspar David Friedrich
...Friedrich walked alone in these hills and spoke to no one. He was fleeing many demons....
February 24, 2024
Behind the Money podcast31 min listen
Author Amy Edmondson on ‘intelligent failure’
...The FT’s senior business writer Andrew Hill sits down with the winner, Amy Edmondson, the author of Right Kind of Wrong and “the world’s most influential organisational psychologist”....
December 20, 2023

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