Hints and tips:
Related Special Reports
...The present crisis has been exacerbated by a stand-off between the pension and sovereign wealth funds that own the business and water regulator Ofwat, over everything from the amount of new money shareholders...
...“Mr Robinson did not present and was there in his own private capacity as a potential future investor,” it added....
...Email Robert at robert.shrimsley@ft.com Follow @FTMag to find out about our latest stories first and subscribe to our podcast Life and Art wherever you listen...
...And then that takes on a life of its own. You get into it incrementally by small steps, and suddenly the thing grows by leaps and bounds....
...robert.shrimsley@ft.com...
...Robert ArmstrongDiageo, whose products I consume with great regularity. Ethan WuThey own Guinness and Bulleit Bourbon. Robert ArmstrongBulleit Bourbon and all these different, these brands....
...There are several player kings in Robert Icke’s fresh, fleet, state-of-the-nation staging of Shakespeare’s Henry IV plays — all of them between a rock and a hard place....
...One of our own is about to become prime minister. And if he doesn’t, one of our own will stay prime minister. Neither is quite as centrist as we’d like, but we adapt....
...It’s kind of invented its own sort of partially parallel game that can sort of create a different ecosystem to Amazon and maybe draw market share, but it’s not going head to head, is it?...
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...He noted that GLS, the company’s profitable European logistics business, is worth up to 400p on its own. “So 320p for the entire group including GLS is insulting,” he added....
...Robert ShrimsleyIt is....
...Valuation is never much of an explanation on its own. That leaves the rise of the AI narrative and the decline in the appeal of “defensive tech”....
...And I think there’s a culture to Reddit that’s unique, but I think we have to say that it’s not like Reddit is in a category of its own the way that TikTok in many ways still is....
...Email before 2pm eastern time with your predictions about whether the meeting will be hawkish or dovish: robert.armstrong@ft.com....
...The BoJ’s own explanation is not entirely different....
...Why on earth would you own utilities? The problem may be worse than this....
...It currently owns Southern Water as well as about £120mn of debt in Anglian Water....
...Robert, do you think Angela Rayner is gonna stand for that? Because, as George pointed out, she’s got her own mandate....
...On Friday, one of the holding companies that owns Thames Water said interest payments that were due this week on a £400mn bond “have not been paid”, and issued a “formal notice of default”....
...While in the palace Henry worries about his errant son and his own fragile grip on leadership, Falstaff, young Prince Hal’s ersatz father, is likewise facing a potential power struggle....
...One of the holding companies that owns Thames Water on Friday said interest payments due earlier this week on a £400mn bond “have not been paid” as it issued a “formal notice of default”....
...Amazon and Nvidia are less secure but still enjoy deep competitive moats in their niches (retail platform data and logistics and class-of-their-own AI chips)....
...Robert Shrimsley Yeah....
...On a relative value basis, the chart above makes me think that I might rather just own Treasuries. The five-and 10-year Treasury bonds both yield about 4.3 per cent....
International Edition