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Energy sector
Bets on energy transition spark rise in North American pipeline deals
...“They’re taking bets on different things,” said Raoul LeBlanc, an analyst at S&P Global....
September 23, 2023
Moral Money
Solar faces ‘capital crunch’ risk Premium content
...The S&P Global Clean Energy index has dropped 38 per cent from a recent peak in January 2023 to its lowest level since July 2020 and is down 30 per cent over the past 12 months....
October 27, 2023
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
Municipal bonds
Municipalities aren’t going to drive US economic growth
...States’ rainy-day funds had climbed to $136.5bn at the end of fiscal 2022, according to S&P Ratings, a 71-per-cent increase from $80bn in 2019....
July 11, 2023
UnhedgedRobert Armstrong
The Fed and the market are both right Premium content
...The inflation problem looks less severe than in the run-up to the S&L crisis, meaning rate cuts can still intervene if and when inflation comes under control....
March 27, 2023
Transcript
Disney vs France
...The S&P 500 finished the day more than two and a half per cent higher. The tech-heavy Nasdaq gained just shy of three and a half per cent....
October 18, 2022
Global Economy
The pros and cons of QE — part ∞
...You can’t just look at the L part of the P&L. Secondly, who really cares anyway? Normal accounting rules don’t apply to central banks. The Fed can create money and operate with negative equity....
February 10, 2023
FT Live
Climate Capital Live
The leading global platform for climate science, finance and business
Wednesday, 19 March 2025London, UK & Online
Transcript
The case for a soft landing
...Yeah, G-O-U-L-D. I didn’t know terribly much about this guy....
August 1, 2023
News in-depthExxonMobil
Exxon vs activists: can disenchanted investors force change?
...After its stock price savaging during coronavirus-stricken 2020, the company’s shares are up almost 40 per cent since the start of this year, outperforming the S&P 500 and the company’s supermajor rivals...
March 3, 2021
The world in 2023
UK economists’ survey: ‘miserable’ year ahead for households
...In the UK, we have never had such a poor record, including abrupt U-turns, in macroeconomic management....
January 2, 2023
Katie Martin
Recovery, brought to you by the letter V, or maybe W
...Even in one of the cleanest Vs in finance — the S&P 500 index of US stocks — the steep decline from late February to late March was marked by a series of fleeting mini pick-ups, of lower-case Vs that never...
July 24, 2020
Equities
Markets Now - Wednesday 12th August 2020
...Capital & Counties, the owner of two plots in the capital and none whatsoever in the counties, is down a bit on a gloomy outlook....
August 12, 2020
Equities
Markets Now - Wednesday 15th July 2020
...given its P&L seasonality (2H represents 77% of EBIT vs 56% for luxury peers)....
July 15, 2020
Equities
Markets Now - Thursday 30th July 2020
...The u/l WC outflow was £16.6m vs £3.9m last year, DSOs increased to 65 days (from 56) as an unwind in receivables was offset by higher accrued income (£57m from £51m at y/e, despite declining sales); the...
July 30, 2020
Equities
Markets Now - Tuesday 18th August 2020
...This is however negligible in the wider context of the P&L and the land bank, with the impact on future gross margin of 17bps small and which will likely be mitigated....
August 18, 2020
Equities
Markets Now - Thursday 18th June 2020
...Our forecasts assume the full £500m is invested in land in FY20, and that the benefit in the P&L is seen later 2022 but to a larger extent in FY23....
June 18, 2020
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Equities
Markets Now - Monday 17th August 2020
...Concerns are still the poor metrics borne of weak full-price sell-out, excessive reliance on outlets and apparel, u/p leather goods and still negative China Cluster YTD....
August 17, 2020
Equities
Markets Now - Wednesday 9th September
...Turning and turning in the widening gyre, the FTSE 100’s up nearly 1 per cent....
September 9, 2020
Equities
Markets Now - Tuesday 8th September
...EBITDA/line of £138/year vs £80 currently (71% margin vs 56% currently). With a terminal capex/sales of c16%, this leads to an NPV/home of c£1,000, or c2x invested capital....
September 8, 2020
Equities
Markets Now - Wednesday 19th August 2020
...of the S&P 500 to growth and momentum”....
August 19, 2020
Equities
Markets Now - Tuesday 14th July 2020
...This is based on a P/E of 14.5x 22E, set in line with IMI’s 5-year average P/E. The current P/E relative to the sector at a c30% discount is at the low end of the 30 year trading range....
July 14, 2020
FT Wealth
Uncertain outlook means rethinking portfolio allocation
...If the economic trajectory does indeed look more like an “L” than a “V” or “U”, portfolios will need to combine recovery stocks with cash and lower-risk bonds as well....
June 23, 2020
Equities
Markets Now - Thursday 4th June 2020
...S32’s FCF is ~5% at spot, rising to ~9% with prices of its key commodities at the marginal cost; it is trading at ~0.8x P/NPV vs a long-term average of 0.9x Catalysts: Buy-back, SA coal sale, Hermosa PFS...
June 4, 2020
Equities
Markets Now - Tuesday 11th August 2020
...The company has announced an interim dividend of $101m ($0.9531 p/s) and is launching a new $67.3m share buyback today....
August 11, 2020
Equities
Markets Now - Wednesday 27th May 2020
...Hence Total S/H return will remain low considering low L-T ROE generation....
May 27, 2020
Unhedged
Credit angels with silver wings Premium content
...So far this year the global tally of fallen angels stands at 24 companies according to S&P Global Ratings, while pending fallen angel angels — companies rated triple B with a negative outlook or on credit...
May 15, 2020

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