Hints and tips:
...“We are living in a different world,” says Michael Beschloss, a presidential historian....
...“The mixed message from the February jobs report makes the upcoming Fed meeting a close call, but we are sticking with a [quarter-point] hike for now,” said Michael Feroli, analyst at JPMorgan....
...Goldman also promoted chief strategy officer Russ Hutchinson as chief operating officer of the M&A franchise in global banking and markets....
...Russ Fradin, former chief executive and chair of Aon Hewitt and a partner at the buyouts group, will be its chair....
...“Economic growth is running at the best pace we have seen in decades and that is a tremendous tailwind for earnings,” said Russ Koesterich, portfolio manager of the global allocation fund at BlackRock....
...“Speculation thrives when there is an ample amount of credit and investors have an opportunity to buy something that is new and exciting and captures the imagination,” observes Russ Mould, investment director...
...michael.mackenzie@ft.com...
...“The benefit of sustainable aviation fuel is that we don’t have to change very much,” said Russ Dunn, chief technology officer at GKN Aerospace....
...At the halfway mark of 2020, 49 FTSE blue-chips have maintained or increased their dividend for either fiscal 2019 or fiscal 2020, but as AJ Bell’s Russ Mould notes, “the cuts tend to be much deeper and...
...Russ adds: “As such, eight changes are likely — four names in, four names out — but that number could go higher....
...Russ adds: “Investors have real doubts as to whether banks’ return on equity will ever consistently exceeds their cost of capital....
...You can email me on michael.mackenzie@ft.com and follow me on Twitter at @michaellachlan....
...But the key factor for income seekers is that 10 FTSE members are forecast to pay out £42bn in dividends in 2020, or two-thirds of the expected total according to AJ Bell’s Russ Mould....
...Russ makes this important point: “This is my fifth major bear market, after 1990-92, 1998, 2000-03 and 2007-09....
...That means the UK blue-chip index has seen 46 members “reduce, defer, suspend or cancel cash returns to shareholders” this year, says Russ Mould at AJ Bell....
...AJ Bell’s Russ Mould notes: “Shell paid £11.6bn in dividends in 2019 which accounted for 15.4 per cent of all FTSE 100 payments last year....
...Russ Mould at AJ Bell sums up the mood: “April was a month of recovery for the markets, with several major indices enjoying double-digit gains....
...And beyond all the policy initiatives, AJ Bell’s Russ Mould reminds us: “What we really need to see are signals that the containment measures introduced by many countries are proving effective at stalling...
...Additional reporting by Henry Foy in Moscow, Michael Stott in London and Gideon Long in Bogotá...
International Edition