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The Aesthete
What to read this summer? Ask an Aesthete
...After I read it I bought copies for my 27-year-old daughter and everyone in the Ruinart management team....
July 19, 2023
HTSIHow To Give It 2022
The A to Z of stylish giving
...and this year announced the investment of €1mn in the Himalayan Regenerative Fashion Living Lab, which helps develop regenerative farming and support textile makers in the area. brunellocucinelli.com D...
December 10, 2022
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
FT GlobetrotterThe wonder of Wimbledon
The A to Z of tennis
...C Coaching After Wimbledon, the men’s tour will trial allowing coaching during matches....
June 29, 2022
Transcript
Young, gifted and broke — navigating the cost of living crisis
...To follow more about our campaign and obtain free money-mastering resources, just search for FT FLIC online. That’s F-L-I-C....
January 10, 2023
FT Alphaville
How to spend a million dollars, by Sam Bankman-Fried
...So basically it is somewhere between pay-to-play and gambling, though we’d be delighted to know what “non-economic conditions” entails....
December 19, 2022
The Weekend Essay
Can the Conservatives keep the ‘blue wall’ from crumbling?
...“We have limited resources and therefore have to make choices about where we put our resources. Even a big party like Labour has to make choices.” Then the Lib Dems have to convince wavering Tories....
June 17, 2022
FT Live
Managing Operational Risk in M&A Transactions
Examining the value of business licensing and property tax in the deal cycle
Thursday, 20 JuneDigital Conference
War in Ukraine41 min
Russia's invasion of Ukraine: what next? | FT Live
...I think the extent to which, really, Putin has become the state, it's like maybe - I might be getting the French king wrong, but I think it's Louis XIV who said, l'etat c'est moi - I am the state....
February 25, 2022
Commodities27 min
How energy transition is driving strong commodities prices
...We've got a very, I'd say, highly skilled, dedicated teams running the business, and I'm very happy with what they've been able to achieve....
June 30, 2021
Equities
Markets Now - Wednesday 12th August 2020
...To be clear there has been some acceleration in u/l demand, we’d assume also including the UK as pubs and restaurants have re-opened....
August 12, 2020
Equities
Markets Now - Tuesday 30th June 2020
...This all follows M&C blowing up last year due to borked books and big bonuses....
June 30, 2020
Crossword
Crossword and Polymath competitions suspended
...Barter, Cumbria; Jean-Marc Sellier, California Polymath 1,010: Robert Jelly, Warwickshire Crossword 16,093: V Le Quesne, Salisbury; Sue Topham, Newark; Anthony Evans, Hove Polymath 1,009: AC Lambirth,...
June 5, 2020
Equities
Markets Now - Wednesday 5th August 2020
...Refining capacity is to shrink c.30% by 2030, from c.1.7mbd to 1.5mbd by 2025 then to 1.2mbd by 2030....
August 5, 2020
Equities
Markets Now - Wednesday 15th July 2020
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
July 15, 2020
Equities
Markets Now - Monday 13th July 2020
...Management has taken important actions since March: deferring £1bn of capex due in the next three years; raising c£2bn of debt financing and £419m in an equity issuance; and launching a major cost-savings...
July 13, 2020
Equities
Markets Now - Thursday 10th September
...Management guides to c£60mn of net benefit in 2H (c£78m extra costs offset by six month business rates relief of £137mn)....
September 10, 2020
FT Live
Future of Asset Management North America
New models for the next age of fund management
Wednesday, 25 SeptemberNew York, NY, USA
Equities
Markets not live, Tuesday 21st January 2020
...new management appreciates the scale/nature of the challenge and is taking appropriate evasive action; and (d) the market has already significantly derated STM within the group (to barely 8x P/E)....
January 21, 2020
Equities
Markets Now - Thursday 25th June 2020
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
June 25, 2020
Equities
Markets Now - Wednesday 2nd September
...at the ‘C-suite’....
September 2, 2020
Equities
Markets Now - Tuesday 11th August 2020
...Table 1 starts with RR’s u/l EBITA in 2022E and then deducts the utilisation of cash provisions, the excess of investment over D&A, then interest and tax....
August 11, 2020
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 - Thursday 9th April 2020
...Here’s Investec (sell) to summarise: [L]ockdowns are impacting consumption in North America (c. 30% of sales), Europe (c. 20% of sales), India (c. 10% of sales), Africa (12% of sales) and many countries...
April 9, 2020
Equities
Markets Now - Wednesday 15th April 2020
...This stronger foundation should be supported through 2020 as management bandwidth improves further (with only one remaining C-suite role to be filled)....
April 15, 2020
Equities
Markets Now - Monday 27th July 2020
...Increased focus on the home, reversing some L-T adverse trends....
July 27, 2020
Equities
Markets Now - Wednesday 3rd June 2020
...Ibstock reports brick volumes are currently c.-70% YoY and concrete c.-50%, while Forterra reports bricks and blocks currently c.-50% YoY....
June 3, 2020
Equities
Markets Now - Thursday 7th May 2020
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
May 7, 2020

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