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HTSIHow To Give It 2022
The A to Z of stylish giving
...Magugu’s designs include a print symbolic of sisterhood that appears on a T-shirt, the Diorcamp bag and a silk scarf. charlizeafricaoutreach.org; dior.com N is for Ninety PercentThe Camden-based fashion...
December 10, 2022
FT GlobetrotterThe wonder of Wimbledon
The A to Z of tennis
...O Over-rule When an umpire reverses a call by a line judge, aka how umpires prove they’re awake. P Passing shots Things of beauty that have more or less killed off serve-and-volley tactics....
June 29, 2022
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
The world in 2023
UK economists’ survey: ‘miserable’ year ahead for households
...Paul De Grauwe: It would be a great mistake to increase taxes further when the UK economy is likely to experience a recession in 2023....
January 2, 2023
Equities
Markets Now - Wednesday 9th September
...National Express currently trades at 4.3x December 2022E P/E....
September 9, 2020
Equities
Markets Now - Thursday 3rd September
...However, the sales unwind into 2H20-1H21 could be significant, which is a risk given a 2021e P/E ratio of almost 27x....
September 3, 2020
Equities
Markets Now - Wednesday 24th June 2020
...When asked about what path the S&P 500 recovery will take, W remained the most popular choice with 45% percent of the vote. Just 30% expect a V shaped recovery in the stock market....
June 24, 2020
FT Live
Climate Capital Live
The leading global platform for climate science, finance and business
Wednesday, 19 March 2025London, UK & Online
Equities
Markets Now - Monday 8th June 2020
...GILD’s c$15bn cost base vs $11bn core op.income, of which c$5bn lies in R&D/SG&A), but also require very significant job cuts at a time of global economic hardship....
June 8, 2020
Equities
Markets Now - Tuesday 8th September
...The stock trades at 21x FY22E P/E. During the lockdown, we have seen major brands, i.e....
September 8, 2020
Equities
Markets Now - Tuesday 9th June 2020
...You probably noticed that Monday’s return to flat year-to-date for the S&P 500 has triggered a lot of huffing about how a Day of Reckoning is approaching. You know the kind of thing....
June 9, 2020
Equities
Markets Now - Friday 27th March 2020
...We believe the current share price is roughly consistent with a 0.6x multiple on Ocean invested capital. Signature. We remain Overweight Signature....
March 27, 2020
Equities
Markets Now - Wednesday 15th April 2020
...more of a primary event), UK P&C (~14% of premium), and then the multilines (~10%)....
April 15, 2020
Equities
Markets Now - Wednesday 27th May 2020
...) estimates i.e. an attractive valuation, however: i.) preprovision profit in our base case is declining -2% CAGR ‘19-22E and ii.) our L-T recession scenario sees only 1% p.a....
May 27, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...Support for the DPS comes from cover remaining >1.2x, a healthy reg. cap surplus of 85p+ p/s, and dividends being a mandatory component of fund manager variable comp....
April 22, 2020
Equities
Markets Now - Wednesday 29th April 2020
...Next currently trades at c.10.5x FY20 P/E but doesn’t offer its usual strong cash returns currently....
April 29, 2020
Equities
Markets Now - Thursday 25th June 2020
...The key is profitable flying, i.e. each flight has to contribute a positive contribution margin. Current booking trends are encouraging....
June 25, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Equities
Markets Now - Monday 3rd August 2020
...At the end of the day, I’m a banker and not an economist or a politician.”...
August 3, 2020
Equities
Markets Now - Monday 30th March 2020
...Here’s Commerzbank: Equity markets staged a decent rally last week with e.g. the S&P 500 up 10.4% w/w, and weekly trough to peak performance exceeding 20%....
March 30, 2020
Equities
Markets Now - Wednesday 25th March 2020
...Risk case: If economic lockdown lasts for six months and US corporates de-lever, we forecast -40% EPS growth in 2020, 15% in 2021 and the S&P 500 declining to 1,600....
March 25, 2020
Equities
Markets not live, Thursday 20th February 2020
...a pretty stable macro backdrop; iv) capital build of 170-200bps p.a. as per previous guidance (though guidance for FY19 was for the lower end of that range, so this is a slight upgrade); and v) Statutory...
February 20, 2020
Equities
Markets Now - Tuesday 14th April 2020
...Placebo, i.e. a Hazard Ratio below 0.6. Our assumptions on the stopping criteria are line with those for the Imfinzi PACIFIC stage III lung cancer 70% interim....
April 14, 2020
Equities
Markets Now - Tuesday 5th May 2020
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
May 5, 2020
Equities
Markets Now - Wednesday 18th March 2020
...S&P 500 futures triggered the limit-down circuit breakers at about 5am GMT, the index having bounced 6 per cent in the regular session....
March 18, 2020
Equities
Markets Now - Wednesday 8th April 2020
...As such, our TP rises from 600p to 620p on a 100% weighting for our mid-cycle valuation based on a 13.9x mid-cycle P/E multiple (derived from +2.0% LT growth, 120% market risk premium and 95% cash conversion...
April 8, 2020
Equities
Markets Now - Thursday 30th April 2020
...It has presented two optimistic scenarios whereby pubs reopen in late June (i.e. 12 week closure)....
April 30, 2020
Equities
Markets Now - LIVE - Friday 13th March 2020
...So far, this continues to be the case in 2020; gold is up 11% YTD (in C$ terms) but the S&P/TSX Gold index is down 16%....
March 13, 2020

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