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...This article has been amended to clarify the planned structure of the UK/EU security pact robert.shrimsley@ft.com...
...Raffaele Savi, Robert Fisher and Anna Hawley are the portfolio managers of the global high income equity strategy, while the US-focused vehicle is managed by Savi, Fisher and Travis Cooke....
...The biggest risk to our forecast is that the US economy ultimately rolls into recession. In a recession, we would expect credit spreads to double from where they are today....
...You’re kind of taking a dice roll on will these multi-decade trends turn around in time for me to post good returns? Who’s to say, right? Robert ArmstrongYeah. It’s very difficult. It’s never easy....
...Atlantic Container Line, which operates roll-on-roll-off ships that carry finished vehicles, predicted that big car importers would have “a lot of trouble” finding spaces elsewhere on the eastern seaboard...
...But Kemble told its lenders on Thursday that the investors’ decision to backtrack on providing £500mn in fresh equity would leave it unable to continue making interest payments and unlikely to roll over...
...robert.shrimsley@ft.com...
...Lucy FisherAnd just a final question to you, Robert. I mean, I speak to many Conservative MPs who slightly roll their eyes at the hawks. They say, well, they’re the usual suspects....
...The Fed would buy Treasury bonds to push down long-term interest rates while letting short-term bills roll off the balance sheet....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Japan equities: what recession?...
...Clip: BBC Follow Lucy on X: @LOS_Fisher, Robert @robertshrimsley, Stephen Bush @stephenkb Want more?...
...But you can email us anytime: robert.armstrong@ft.com and ethan.wu@ft.com....
...And we may as well roll the dice again, because it's a failure....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...She befriended Niki de Saint-Phalle, Charlotte Moorman, Andy Warhol and Robert Rauschenberg, flitting from scene to scene, drug to drug and Pop Art to hippiedom....
...Robert ArmstrongIf Apple smartphone sales finally peak and start to roll over, my prediction from about 2014 will finally be correct and I will be vindicated. Ethan Wu(Laughter) Not wrong....
..., roll-off ships....
...A cover of Stevie Nicks’ “What Has Rock and Roll Ever Done for You”, sung with Nicks, finds her doing just that, and it’s a delight....
...Robert Habeck rejected French President Emmanuel Macron’s suggestion that a troop deployment to Ukraine should not be ruled out, as Nato leaders also rounded on the idea....
...And on the face of it, in 2023, we did take a high-risk, high-return bet and roll snake eyes....
...they sort of took their eye off the ball because they hadn’t sort of calculated the agony that people were going through because the compensation scheme was and the appeals process was taking so long to roll...
...That enables us to roll back pricing . . . In the US, we may be managing through a period of deflation in the months to come....
...And even if fourth-quarter growth does roll in at 1.2 per cent, that would still leave full-year GDP growth at 2.6 per cent, hardly a slow economy....
...A party that cannot even keep the state out of soccer is not likely to roll back the frontiers of Whitehall. The same is true of public spending....
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