I told you last summer European stocks were a good idea

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Exactly a week after the summer solstice last year (all my investment views are inspired by the heavens) I wrote in this column that “ . . . a new asset class is jiggling my contrarian bones: European equities”. … Read more

The ‘Reeves effect’ turbo charges Isa season

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. This Isa season is set be a bumper one, and we have chancellor Rachel Reeves to thank. Growing fears that she will meddle with this valuable, long-established tax break mean Britons are stuffing huge sums … Read more

What makes the Maga mindset different?

Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world The recurring question in liberal circles during Donald Trump’s first term as US president was whether to take him seriously or literally. Seven weeks into his second term, it has so far been … Read more

Broadcom thumbs nose at mighty Nvidia

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. As far as the stock market goes, the universal obsession with artificial intelligence has mostly centred on Nvidia. It is not surprising: the market capitalisation of the AI boom’s signature chipmaker has more than quadrupled … Read more