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Newsletter
Aviva’s Amanda Blanc: from mining heartland to heart of capitalism
...ExxonMobil’s stock market recovery first began when Pfizer et al announced that they had developed a strong slate of anti-Covid vaccines in November 2020....
May 30, 2022
FT Wealth
Germany’s reclusive rich edge into the limelight
...It is against this background that Hopp et al have raised their heads above the parapet....
September 6, 2020
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
FirstFT
FirstFT: Today’s top stories
...“What you’re seeing is an expectation of a V-shaped recovery and that may prove to be too optimistic,” said one equity analyst....
June 9, 2020
Equities
Markets Now - Thursday 9th April 2020
...Likely more U-shaped than V-shaped, as governments (and consumers) will be very cautious around the potential for secondary waving of infection; Scale of the recovery....
April 9, 2020
Equities
Markets Now - Thursday 14th May 2020
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
May 14, 2020
Equities
Markets Now - Wednesday 22nd April 2020
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
April 22, 2020
FT Live
Business of Art
Market shifts and future growth
Monday, 7 October180 Studios, London, UK
Menswear
The rise of kimonomania
...Along with the powerhouses of LVMH, Kering et al, niche indie designers are also carving out an aesthetic mixing west and east in a way that is both credible and commercially viable....
March 15, 2019
Gavyn Davies
Is US productivity (finally) perking up?
...: Finally, it is instructive to look at the latest estimates of trend productivity taken from the nowcasting model estimated by Juan Antolin-Diaz et al [1], which is due for publication in the Review of...
April 30, 2017
FT AlphavilleSujeet Indap
Beta max
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
June 19, 2015
Gavyn Davies
The Great Moderation, Version 2.0
...They were also considerably less robust, especially in the early stages of the recoveries, which tended to be shallow L-shaped affairs, rather than V-shaped....
April 13, 2014
beyondbricsJonathan Wheatley
RenCap: Russia the next Greece
...A slowdown in GDP growth of a similar magnitude to that observed in Eichengreen et al.’s study would yield a post-middle-income-trap average growth rate of only 1.6%, i.e. exactly in line with Russia’s GDP...
May 21, 2013
FT AlphavilleCentral banks
The 6am Cut London
...(Bloomberg) - How Goldman (et al)’s aluminium warehousing cost American consumers $5bn in three years. (New York Times) - The commodities supercycle is still ending....
July 22, 2013
Property sector
Wall Street back in love with McMansions
...That figure pales against the total value of the US housing market – $23.7tn at the end of 2012, according to Zillow – but it could grow exponentially if Blackstone et al are able to get their hands on cheap...
February 14, 2013
FT AlphavilleJoseph Cotterill
Pari passu: judgment day
...No surprise to see GMO et al flag up “impact on third parties” from the start....
June 27, 2013
Global Economy
Dubai governance institute appoints board
...Chaired by the director-general of the Dubai Chamber of Commerce and Industry, Hamad Buamim, Maryam al-Suwaidi of the UAE’s market regulator will act as vice-chairman....
February 27, 2013
FT Live
Business of Entertainment Summit
Capitalizing on Disruption
Thursday, 19 SeptemberLos Angeles, CA
FT AlphavilleJoseph Cotterill
A eurozone safe against, or is it safe for, sovereign holdouts? Part two
...So it’s not surprising that the first response from Buchheit et al is to answer back with bits of the bond contract that suggest sneaky loopholes instead....
February 19, 2013
Christopher CaldwellUS banks
Gangnam stylishly debunks US myth
...The US role in the global corporate economy consists disproportionately of consultants, designers, personnel managers et al., who make a good living showing foreign leaders how to organise their businesses...
December 28, 2012
Life & Arts
Enter the dragons
...For its first collection of T-shirts spun from a vintage loom, which will be released in August, Colonial Goods teamed up with Lee Kung Man, a knitting factory established in 1923....
August 26, 2011
Life & Arts
London landmarked
...While Lee is in Paris at Kreo’s rue Dauphine space with work from artists Donald Judd, Larry Clark and Michelangelo Pistoletto et al, the Krzentowskis will be in London with a selection of limited edition...
September 17, 2010
FT AlphavilleEquities
David Rosenberg on why the yield curve will flatten – this time!
...Bernanke bought bonds in 2009 and yields still backed up because of a V-shaped inventory- and policy-induced recovery in the economy and an 80% bounce in the equity market off the lows....
August 13, 2010
FT AlphavilleGwen Robinson
Market sentiment: Faber et al take on ‘green shoot ennui’
...“A rally past the first week of May would force us to reconsider this view, as it would suggest a ‘V’ bottom is more likely.”...
May 5, 2009
Q&AEurozone economy
New Greece in the bloc?
...The problem with tax cuts in this environment is that, while an externally-driven manufacturing recovery could boost tax collection naturally (thereby giving the illusion of lower taxes stimulating growth...
June 14, 2010
ReviewLife & Arts
Hang on every word
...Nick Hornby et al followed. Davies deserves this reissue under a new title....
June 25, 2010
Life & Arts
A worm farm rewrites the start-up rules
...And why, now, doesn’t someone come along and eat Durant for lunch, in the way that Blockbuster has been laid low by Netflix et al? There are two answers (at least)....
April 24, 2010
Life & Arts
The resurgence of the shoulder pad
...Even as the fashion shops fill up with the mean-looking structured shoulders of Balmain et al, she is already self-conscious about her “swimmer’s shoulders”: “I know I’d look like Krystle Carrington,” she...
March 14, 2009

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