Hints and tips:
...The entire conversation about r minus g, while maybe useful for macroeconomists to think about, ignores that it matters what we spend on....
...Earlier this month, fund manager M&G announced plans to close its £565mn property fund and return cash to clients, citing declining interest from retail investors, and St James’s Place suspended trading...
...In Bloomberg chat messages, Phillips wrote that “my aim is to trade thru 50,” “[n]eed it to trade thru 50. 4990 is fine,” and “[g]et it thru.” laurence.fletcher@ft.com...
...and Systems Engineering, Rensselaer Polytechnic Institute, Troy, NY, US Examine geoengineering, but don’t write it off / From Phillip Hawley, La Jolla, CA, US...
...This is a city where people talk so much about sport that even the abbreviation “MCG” has been further shortened to just “The G” to save a second or two in millions of conversations....
...This year he was part of a three-way collaboration creating a limited edition for Zenith and Phillips’ watch department from 1950s Observatory calibres (on 5 November, the unique niobium-cased watch from...
...Just hours before the Sotheby’s auction, and after considerable outcry, the Baltimore Museum of Art withdrew two works from public sale, including Clyfford Still’s “1957-G” (1957), a gift from the artist...
...Lena Komileva, chief economist at G+ Economics: With the weakest productivity per capita, combined with the highest structural inflation problem among major economies, the UK economy is clearly a laggard...
...It took Mr Phillips a year to convince Warner Bros to sign on to the controversial film....
...M&G chief executive John Foley said earlier this year that the group was reviewing its value house style, which underpins its former blockbuster Recovery fund....
...David Phillips has moved to Parametric as a director for liability-driven investment strategies....
...If Debt/GDP is about 1 now (UK-US levels) you can run a primary deficit of (g-r) — where g is growth rate and r is real cost of borrowing — and keep Debt/GDP constant....
...Indeed, because of solid overall economic growth, even high unemployment rates often have proved inflationary (e.g., the 1970s)....
...Jim Leaviss is head of the retail fixed interest team at M&G...
...In foreign exchange markets, the trade-weighted value of the dollar in terms of the other G-10 currencies has appreciated slightly over the intermeeting period....
...analysts, David Riley at BlueBay Asset Management is wondering whether the magic combination of “not too cold growth and not too hot inflation” could soon unravel for the bond markets.Jim Leaviss at M&G...
...Lena Komileva is the chief economist and managing director of G+ Economics...
...Groups such as Unilever, which makes Dove soap, and P&G, which owns Gillette razors, have slashed advertising budgets, as ecommerce giants change the way goods are bought, sold and distributed....
...Due.Diligence@ft.com Does Dalian Wanda always pay its debts? Is Beijing nervous about the state of Dalian Wanda’s finances?...
...When structural factors (e.g. globalisation) force inflation lower, the central banks typically conclude that monetary policy is too tight, and they reduce nominal interest rates....
...One is that the Fed collectively believes that the “Phillips Curve” trade-off between inflation and unemployment is over. Employment can rise without pushing up inflation....
...The other two members are Peter Harrison, chief executive of Schroders, and Phillip Perelmuter, a Cuban American executive from Wellington Management....
...Looking at the political issue from another angle, analysts at M&G Investments also note that the dollar has tended to fall in line with Mr Trump’s approval ratings....
...At Wanda, management has already started what appears to be a massive sell-off....
...For instance, US consumer companies have been a regular investment area for activists who have invested in Mondelez, Pepsi, P&G and ConAgra....
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