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...We’re always engaged in conversations, but I’m challenging the team and myself to think more broadly and more openly about the opportunities we have.”...
...Marc Filippino Stephanie Stacey covers technology for the FT. Thanks, Stephi. Stephanie Stacey Thanks....
...Here’s what else I’m keeping tabs on today: Economic data: The Conference Board reports March consumer confidence figures and we also get monthly durable goods orders, which cover long-lasting products...
...H&M, the world’s second-largest clothing retailer, was the best performer on the Stoxx Europe 600, with shares up 15.2 per cent after the group reported rising operating profits in the first quarter, signalling...
...“I’m not sure a strong currency is going to prevent someone from buying an Nvidia chip or using Amazon [but] we would probably see an impact in the midsection of the S&P 500.”...
...Here’s more on the challenge to Fink. 5....
...In today’s newsletter: Asset management M&A kicks off Changing risk factors for Chinese IPOs Morgan Stanley’s settlement ‘Apple’ and ‘Banana’: The making of a signature Wall Street deal Larry Fink has...
...“Transformative M&A has arrived,” Jefferies analyst Dan Fannon wrote in a note....
...Here’s what I’m keeping tabs on today and over the weekend: Jobs report: The US government releases its November employment report while the University of Michigan publishes a preliminary reading of its...
...[MUSIC PLAYING] Michela Tindera I’m Michela Tindera from the Financial Times. When BlackRock makes a deal, everyone on Wall Street pays attention....
...“I’m not saying it’s good but in America you have a lot of AI and no regulation, in Europe you have no AI and a lot of regulation. It’s interesting,” he added....
...“I’m hoping [the interest rate] drops. If it’s going to drop, it’ll be by the end of next year but that feels like a long time away.”...
...Liontrust’s fortunes illustrate how M&A is not a panacea for the challenges facing the fund management industry....
...Stacey and Mourselas put their finger on the key issue, however. Is the UK market cheap, or is it just concentrated in inexpensive sectors?...
...“I’m a front door sorta guy. I think it was effective and I’d do it again.”...
...And here’s what else I’m keeping tabs on today: ‘Hush money’ case: Opening arguments begin in the criminal trial of Donald Trump....
...That’s the mission I’m on.” Most of the $12.5bn price tag will be paid in BlackRock shares, and 40 per cent will not vest for five years....
...While BlackRock is still betting big on the transition to a lower-carbon economy, Fink is emphasising the moneymaking potential rather than the contribution to the planet’s welfare....
...Here’s what else I’m keeping tabs on today and over the weekend: Economic data: The US reports personal consumption expenditures inflation and goods trade balance data today....
...Ethan WuLarry Fink, CEO of BlackRock. Robert ArmstrongLarry Fink. Oh, the second most important Larry. Ethan WuThat’s right....
...:banksThe problem is that there’s almost nothing out there that compares to Credit Suisse, so thinking up alternative fantasy M&A targets is tricky....
...Here’s what else I’m keeping tabs on today: Economic data: The US reports monthly factory orders and Brazil releases its latest consumer prices data....
...So for that reason, I’m long legacy media. Katie MartinLong legacy media, says legacy media man. For what it’s worth, I’ll agree with you. I’m afraid I’m also long. I am long Sam Bankman-Fried....
...They think I’m a book with a couple of legs sticking out.” “It’s so simple. You spend less than you earn....
...In its full-year results, M&G reported a 28 per cent rise in pre-tax adjusted operating profit in 2023, to £797mn, beating analysts’ expectations....
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