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...Experts point to Volkswagen’s decision last year to build a new battery factory in the US and BASF’s €10bn investment in a state of the art petrochemicals plant in China, which coincides with big cuts at...
...“And maybe OCI stays with a piece or two pieces and it becomes a cash cow, and becomes a machine for further investment. We’re quite open-minded.”...
...Munich Re’s main insurance business Ergo provided about €700mn in loans, while Germany’s fourth largest insurance group R+V lent €500mn, more than half of which is not collateralised, according to the documents...
...“We’ve [already] cut levy in half,” Morley told the Financial Times in an interview. “You’re not seeing anyone else cutting prices at the moment.”...
...We know that in 2022, voters did really respond to the overturning of Roe v Wade, and it allowed Democrats to overperform in the midterm elections....
...We’re going to get V-shaped recovery. We’re going to get a short bounceback because of the really low interest rates. Didn’t happen in 2009. Everyone said 2010, they’ll go up. Didn’t happen in 2010....
...As Morgan Stanley writes: The main desktop CPU architectures — x86, Arm, and maybe RISC-V too — have decades of software toolchain investment behind them, have huge developer communities and mature development...
...Blackstone made $31bn in new investments during the fourth quarter of 2023, the highest quarterly investment total in more than a year....
...Obviously, the company behind this is a private one, but there is much to say around public investment in the earlier phases of the innovation race that have been fundamental in order for, say, companies...
...They’re concerned that while the US economy has largely looked resilient in the face of aggressive monetary tightening by the Fed, cracks are now appearing, notably in the labour market....
...“And I think the V is about a superhero.”...
...We’re also reading . . . Opinion: The belief in Tokyo is that Japan is living in dangerous times, in a dangerous region and needs to get closer to America in response, writes Gideon Rachman....
...We’re not convinced. But we’ve put CLII, SMFR, DIDI, DADA and TWTR on a watchlist in the hope of finding out....
...Scarves shouldn’t distract from the coat’s clean lines, either; although you shouldn’t need one if you’re swathed in cashmere head to toe....
...In return for underwriting risks, the government would be able to inform the investment strategy (e.g. setting the risk budget for the fund) in order to support government objectives....
...It also echoes developments in another vast pensions market, the Netherlands. Politicians there last week voted for a shift in the country’s occupational pension system from a DB to a DC model....
...For now, we’re looking through the big download of documents related to Sir Jim Ratcliffe’s investment in Manchester United, and we’ll ask if tennis is next in line for Saudi Arabia’s sporting binge....
...Invesco’s DB Agriculture Fund and the Teucrium AiLA Long-Short Agriculture Strategy ETF are among the dozens of investment vehicles that provide exposure to commodities and other weather-related stocks....
...We’re still in the Covid shadow....
...At a Brookings Institution event in September, Ryan called Moore v US a “misguided challenge” adding: “I’m not for a wealth tax, but I think if you use this as the argument to spike a wealth tax, you’re...
...years to come: We’ve noted before that the PPF reckon DB schemes collectively have the means to buyout with £150bn to spare, so the numbers don’t look preposterous....
...If something makes sense from an investment perspective they should and, in my experience, will consider it....
...and higher net investment income given the positive impact of rising interest rates on fixed maturity investment yields....
...(I’m referring to company-funded DB pension schemes; a “defined contribution pension” isn’t a pension, as the dictionary defines it: it’s an at-your-own-risk investment product with tax relief.)...
...For visitors, development and investment is in evidence at the Goods Yard — an industrial, canal-side warehouse that was the site of the 2021 BCB and is undergoing a £60mn development to include housing,...
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