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US equities
CEOs extol benefits of AI on earnings calls but not in official filings
...Allspring’s VanCronkhite said he had invested in fast-food chain Wendy’s, which is piloting new drive-through ordering machines that run on Google’s generative AI....
August 22, 2023
Pilita Clark
Work from home if you want but don’t expect a pay rise
...He pointed me to a recent study by two University of Pittsburgh researchers who looked at return-to-office policies in S&P 500 companies....
February 18, 2024
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
Louis Ashworth
Corporate bosses are forced to get creative to talk up price increases
...Tellingly, no listed British company has dropped the S-word in a filing or investor call over the past three years. But bosses do not work for the public — they work for shareholders....
April 8, 2024
Walt Disney Co
Nelson Peltz enlists former Disney CFO for battle with Bob Iger
...Disney shares are up about 6 per cent this year, underperforming the broader S&P 500, which has gained about 24 per cent....
December 14, 2023
InterviewLunch with the FT
Investor Nelson Peltz: ‘I’m not trying to fire Bob Iger, I want to help him’
...Trian has outperformed the S&P 500 since its 2005 inception. Two of Peltz’s sons, Matt and Diesel, work at Trian. And Brad, another son, works for a Wendy’s franchisee....
March 22, 2024
Film
When period dramas go punk — from Caravaggio to Corsage
...Recent examples include 2020’s Miss Marx, which starred Romola Garai as Eleanor, daughter of Karl Marx, and employed a chaotic combination of techniques including dance sequences, lots of fourth-wall-smashing...
December 15, 2022
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
LexFood & Beverage
Burger King: Kobza can flip chain sunny side up Premium content
...RBI’s 33 per cent ebitda margin is a third less than McDonald’s, according to S&P Global Market Intelligence....
February 14, 2023
Technology regulation
UK to host AI safety summit at start of November
...How to ensure different regulations are interoperable between nations and provide the same safeguards will be at the core of discussions at the summit, which is taking place alongside the G7’s Hiroshima...
August 16, 2023
US Treasury bonds
A debt ceiling debacle might actually be good for Treasuries
...Wendy Edelberg and Louise Sheiner of the Brookings Institution estimate that the immediate spending cuts would be incredibly painful....
May 15, 2023
ObituaryFilm
James Caan, actor, 1940-2022
...Films that he turned down included M*A*S*H, The French Connection, One Flew Over the Cuckoo’s Nest and Superman (the latter because he couldn’t countenance wearing a cape)....
July 11, 2022
James Max
Rich People’s Problems: What I learnt from my brother’s death
...The people and shows I want to see but don’t, because of the hours taken up by my job(s)....
March 23, 2023
News in-depthInvestor activism
Disney activist Nelson Peltz faces questions over Trian’s record
...The fund ended 2022 down 10 per cent, according to people who have seen the numbers, compared with a 19 per cent decline in the S&P 500....
January 13, 2023
InterviewFilm
Joanna Hogg and Honor Swinton Byrne: ‘Everybody should work like this’
...Having spent time on sets with her mother, Swinton Byrne had some familiarity with the world of film-making (she had a non-speaking cameo in 2009’s I Am Love)....
January 27, 2022
FT SeriesHow to feel good in 2023
Do you need the C-suite check-up?
.../ From Wendy Lee Gruissan, Aude, France...
January 4, 2023
Inside Politics
Truss grasps for strength from Tory party left as infighting persists
...In addition to losing her home secretary and almost having to part with her chief whip Wendy Morton yesterday, Truss had to back away from plans to scrap the UK’s state pensions triple lock....
October 20, 2022
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
Full throttle – a motoring special for summer 2021
Why Neil Peart’s Silver Surfers are the stars at this year’s Pebble Beach
...The most valuable of the Silver Surfers is a 1970 Lamborghini Miura P400, a rare S model....
July 14, 2021
UK politics
New PM installs close allies in top cabinet jobs
...Wendy Morton, who helped rally support among MPs during Truss’s leadership campaign, was appointed chief whip in charge of party management....
September 6, 2022
FirstFT
FirstFT: Musk says he would reverse Trump’s ‘morally wrong’ Twitter ban
...Other companies reporting include doughnut maker Krispy Kreme, fast-food chain Wendy’s, electric vehicle maker Rivian, dating app Bumble and Beyond Meat....
May 11, 2022
ReviewVisual Arts
Fictions of Emancipation: Carpeaux Recast at the Met — sex and slavery
...Curators Elyse Nelson and Wendy S Walters have surrounded that single piece with studies, artefacts, artwork and text, all marshalled to support their case that this one white man’s work helped shape the...
April 20, 2022
Film
‘Black Bear’ and the dark gaze of film-making
...Take 2020’s Mank, for example....
April 13, 2021
Due Diligence
Ackman says he’s retiring from activist campaigns Premium content
...In 2019 it generated a 58 per cent net return, about double the S&P 500....
March 30, 2022
European prime property
French tourists become buyers in Menorca’s changing property market
...Engel & Völkers says the average price of the properties it has sold on Menorca this year is €1,106,250, a slight increase on 2020’s €1.1m but up from €890,000 in 2019....
September 28, 2021
FirstFT
FirstFT: Credit rating upgrades hit record pace as US economy rebounds
...China snubs senior US official Beijing has refused to grant Wendy Sherman, deputy secretary of state, a meeting with her counterpart during a proposed visit to China....
July 16, 2021
News in-depthUS banks
Where is all the US bank M&A?
...When Wendy Cai-Lee launched her digital commercial lender Piermont Bank, she expected it would take years to get scale and the attention of potential buyers....
May 20, 2021
ReviewFiction
Genre round-up — children’s books
...This is a follow-up to 2019’s The Girls, by the same creators, Lauren Ace and Jenny Løvlie....
April 12, 2021

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