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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
FT MagazineJancis Robinson
Napa Valley is California’s wine barometer, an expensive one
...They followed the Pinault family of Ch Latour et al, who, in 2013, bought what is now called The Eisele Vineyard from the Araujos, and were so confident of their savoir-faire that they didn’t even impose...
April 20, 2024
FT Live
Future of Asset Management North America
New models for the next age of fund management
Wednesday, 25 SeptemberNew York, NY, USA
FT Swamp Notes
The knowledge gap Premium content
...Now see the many state attorneys-general (acolytes, no doubt of Alito et. al.) who want to sanction corporations that adopt ESG....
November 28, 2022
UnhedgedRobert Armstrong
Bank stocks as bellwethers Premium content
...The Federal Reserve, it appears, is going to tighten with total predictability and imperceptible gentleness; inflation will be transient; Evergrande et al will not sink the Chinese economy; lions will lie...
September 24, 2021
ESG investing
What you might have missed on day 1 of UNGA and Climate Week Premium content
....* Of course this begs another question: what happens to SASB, GRI et al? The Big Four leaders are too tactful to comment. But the direction of travel is clear....
September 22, 2020
Letter
Letter: EU must include nuclear power in its list of sustainable sources
...al...
December 17, 2019
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
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
Due Diligence
The Italian bank is ready to pick up the pieces if an all-German merger fails Premium content
...Addison Lee, the mini cab company that was bought by Carlyle just months before Uber et al made it on to the scene....
April 5, 2019
Larry Summers' blogLawrence Summers
Tax-cut legislation will be bad for public health
...While I claimed only that thousands would die in the future, the Baicker et al studies suggest that at least one person dies for every 1,000 who lose health insurance....
December 12, 2017
InterviewSocial Media
What impact will Facebook scandal have?
...I have seen no data to show how Facebook and Twitter et al advance happiness or social cohesion....
April 25, 2018
Health sector
A global anatomy of health and the workday lunch
...Now it’s much more al desko.”...
September 14, 2016
FT AlphavilleIzabella Kaminska
Why fintech is a marketing story
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
October 5, 2015
FT AlphavilleDavid Keohane
Wait, China’s employment counting problem … solved?
...We suppose the real point is that if Parker et al can construct a reasonably robust metric (mileage may vary, it is de facto limited, and we’re open to being told this is the wrong stuff to measure) than...
November 24, 2015
beyondbricsMarkets
Chile, the star pupil of the Chicago school, has turned out to be a dope-smoking shoplifter
...In the mid seventies, Chile was poised to serve as the test lab for the economic ideas propounded by Milton Friedman et al at the University of Chicago....
April 3, 2015
FT AlphavilleJoseph Cotterill
Pari passu: judgment day
...No surprise to see GMO et al flag up “impact on third parties” from the start....
June 27, 2013
FT Live
Global Insurance Summit
Strengthening resilience, capital and innovation as systemic risks evolve
Thursday, 13 JuneLondon, UK
Christopher CaldwellMedia
Pull the plug on TV’s push to dodge decency standards
...Fox Television Stations et al) was appealed to the US Supreme Court, where it was debated on Tuesday....
January 13, 2012
ReviewLife & Arts
Pick of the crop
...The World America Made, by Robert Kagan, Knopf, RRP$21, 160 pages A short book that attracted Obama’s attention....
June 29, 2012
Mergers & Acquisitions
The heavy hitters of dealmaking
...That company was sold to Scottish Amicable and he left to join General Electric’s insurance business, quickly rising to become European chief executive....
September 27, 2010
US downturn
Full text: Obama vs House Republicans
...And I will try to see if we can do more of that this year. That’s on the sort of the general issue....
January 29, 2010
ReviewLife & Arts
Books of the year
...As a former investment banker, Augar tells the story of the disaster in the financial markets. What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
November 28, 2009
Jancis Robinson
How Australia went down under
...Then in the early years of this century there was a general reshuffling of the giant companies that had long dominated the Australian wine scene....
April 4, 2009
FT AlphavilleIPOs
See you in court, Countrywide edition
...A shareholder derivative action in the Delaware Court of Chancery: Seymour v. Samuels, et al....
August 13, 2008
Fund management
From value strippers to value protectors
...*Hedge Fund Activism, Corporate Governance, and Firm Performance (2006), Brav et al...
December 7, 2008
FT AlphavilleTracy Alloway
It’s swaps all the way down
...No wonder then, that banks like Citigroup, Goldman Sachs et al are peddling the instruments, according to Bloomberg....
November 25, 2008
ReviewLife & Arts
FT critics’ hottest holiday reading
...What really happened at Northern Rock, Royal Bank of Scotland et al? It’s all here....
July 3, 2009

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