Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Wall Street bosses thought they were getting the “art of the deal” when Donald Trump won the US election. The reality looks more Jackson Pollock than Rembrandt. Asset managers, in particular, have been pummeled. The … Read more
Yacht envy: a visit to England’s half-a-billion boatyard
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The chief executive of a large European asset manager received an unusual if chunky task from his board recently: how to de-Americanify the company. The request is nothing if not a sign of the times … Read more
Stay informed with free updates Simply sign up to the Investment Banking myFT Digest — delivered directly to your inbox. The writer is a former global head of equity capital markets at Bank of America and is now a managing director at Seda Experts Dealmakers on Wall Street and in the City have plenty to … Read more
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world The White House promised in its schedule for Donald Trump’s jabberwocky trade taxes last week that markets would have their opportunity to “respond as the impact of renewed American strength takes hold”. That response? … Read more
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world One of Donald Trump’s favourite disruption tricks is to take one true thing and embed it in a welter of lies. Does the global trading system need an overhaul? Yes. Is ruining the … Read more
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world For years, Vietnam and several south-east Asian neighbours seemed to have a winning growth formula. They followed the export-led path already trodden by the likes of China. They were big beneficiaries of the … Read more
Stay informed with free updates Simply sign up to the US inflation myFT Digest — delivered directly to your inbox. The writer is chair of Rockefeller International. His latest book is ‘What Went Wrong With Capitalism’ After Donald Trump chose the nuclear option for delivering on his tariff threats, adding to fears of global stagflation, US … Read more
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. For years, China’s largest state-owned banks have been a local investor favourite. With dividend yields that once topped 8 per cent and stock prices that delivered steady gains, they became a staple in the portfolios … Read more
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Clowns to the left of you and jokers to the right? Given the uncertain outlook, being stuck in the middle is not the worst place for investors seeking defensive plays. Exchanges should benefit from market … Read more