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Emerging market investing
Revisiting Bloody Ridiculous Investment Concepts
...Of course, O’Neill et al were mostly talking about these countries as burgeoning economies with tons of potential. And many of these countries have indeed subsequently done well....
March 6, 2024
Unhedged
Inflation narrative whiplash Premium content
...Neither the monster national players (JPMorgan Chase, Bank of America, Wells Fargo, Citigroup) nor the regionals (PNC, M&T, et al) have had much to say about the economy’s effect on credit quality....
April 17, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Capital markets
The nuances (ish) of private credit vintages
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
November 29, 2023
ReviewDance
Matthew Bourne’s Romeo and Juliet at Sadler’s Wells — a tragedy reimagined
...Terry Davies’s radical rearrangement allows Bourne to break free of the traditional narrative and evade odious comparisons with Lavrovsky, MacMillan, Nureyev et al....
August 7, 2023
UnhedgedRobert Armstrong
Inflation’s descent will be hard, too Premium content
...Everyone expects Jay Powell et al to say “no rate increase today, but maybe in a month”....
June 14, 2023
Artificial intelligence
Surrender your desk job to the AI productivity miracle, says Goldman Sachs
...As a reason for optimism, Goldman cites a 2022 study by economist David Autor et al that found “60 per cent of workers today are employed in occupations that did not exist in 1940, implying that over 85...
March 27, 2023
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT Globetrotter
A guide to Rome’s flourishing microbrewery scene
...The mid 19th century saw the arrival of Italy’s big breweries — Peroni, Moretti, Poretti, Menabrea et al — as well as the grape phylloxera blight that drove demand for alternatives to wine....
January 31, 2023
UnhedgedRobert Armstrong
The market is up — narrowly Premium content
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
April 19, 2023
ReviewDance
The Crucible, Sadler’s Wells — witch-hunt ballet casts a powerful spell
...In a tour de force for Scottish Ballet, however, choreographer Helen Pickett makes the case for translating Arthur Miller’s Salem-inspired The Crucible into dance — faux witches, Puritan paranoia et al....
June 15, 2022
Central banks
Rethinking the value of collateral for money markets
...A Federal Reserve Board of Governors paper by Edmund Crawley et al says $2.5tn of Fed balance sheet unwind would approximately equate to a 0.50 percentage point of tightening, or 20 basis points per trillion...
July 7, 2022
ReviewBusiness books
Can Big Tech be tamed? And can we trust those doing the taming?
...They look at Facebook’s past five years and its attempts — frequently belated, often ambiguous — to deal with the way that state actors (Russia et al), hoodlums (such as the Proud Boys), politicians (a list...
September 2, 2021
FT AlphavilleIzabella Kaminska
On a long enough timeline is all inflation transitory?
...al (2021))....
November 11, 2021
The Future of Money
Crypto faces an uncertain future in India Premium content
...Write to the FintechFT team at imani.moise@ft.com and sid.v@ft.com....
December 6, 2021
HTSI
Inside Glenmorangie’s dazzling new distillery
...But I get the impression that, just occasionally, really V, V, VIPs may be given a glimpse within....
September 2, 2021
US presidential election 2020
Lawsuit tracker: Trump’s legal battle runs into repeated dead ends
...Trump et al v....
December 11, 2020
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
HTSIThe top 10 HTSI stories of 2022
The best independent coffee shops in the world
...Or, if the weather’s warm, try their signature Cappuccino Al Freddo, a frothy iced number whipped up in a milkshake maker....
February 28, 2022
Letter
Letter: A plea to pick up the pace on gender equality
...In the same paper, Helen Pankhurst et al (“Call for enactment of key Equality Act provision”, Letters, October 5)) called for a “levelling up” of parliament, with women making up only a “third of the House...
October 13, 2020
Gardens
How to create a pet-friendly garden
...That was one of the conclusions reached by Ratschen et al in their study “Human-animal relationships and interactions during the Covid-19 lockdown phase in the UK”....
May 1, 2021
FTfmJohn Dizard
What is the true value of Burford’s $773m claim against YPF?
...For example, in a 2010 opinion (Chevron Corp v Steven Donziger, et al) handed down from the US district court in Manhattan, the judge wrote that the “evidence at trial established that Donziger, a New York...
May 1, 2020
ReviewNon-Fiction
Dynamism, by Edmund Phelps
...The reviewer is the FT’s European economics commentator Dynamism: The Values That Drive Innovation, Job Satisfaction, and Economic Growth, by Edmund Phelps et al, Harvard, $35/£28.95/€31.50, 256 pages...
August 31, 2020
Markets InsightCentral banks
Investors should prepare for a welcome return of inflation
...The deflationary narrative of disruptive technology expounded by Brynjolfsson, McAfee et al runs deep....
June 4, 2020
HTSI
The man behind the most spectacular makeover in Claridge’s history
...al) with buildings by Ando, Rogers, Piano, Niemeyer and Nouvel....
December 16, 2020
Television
Apple TV+, growing pains and new adoption dramedy Trying
...al — arrived....
April 24, 2020
Equities
Markets Now - Thursday 9th April 2020
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
April 9, 2020
FTWeekend Live Q&A
What are the week’s new films to watch from home?
...(Incidentally, for my money, Cronenberg’s scuffed aesthetic has dated at least a little better than the gleaming postmodernism of Neo and Trinity et al.)...
March 26, 2020

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