CashNews.co Stay informed with free updates Simply sign up to the US equities myFT Digest — delivered directly to your inbox. Investors have poured record amounts of money into a fund that spreads its assets equally across the S&P 500, as concerns mount that Wall Street’s returns have become overly reliant on a handful of […]
British activist investor seeks to disrupt Singapore’s Great Eastern takeover #NewsMarket
CashNews.co Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. A British activist investor has appealed to Singapore’s markets regulator to intervene in the takeover of an insurer by the city-state’s second-biggest bank, calling the deal “gravely unfair” for shareholders. The move by Palliser […]
The two key risks facing investors #NewsMarket
CashNews.co Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The writer is group chief investment officer at Schroders In the middle of 2024, my mantra was “don’t overthink it”: positive nominal growth and interest rate cuts were supportive of equity markets, even against […]
Bond vigilantes are overexcited (again) #NewsMarket
CashNews.co Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The bond vigilantes can smell blood. Enlivened by a shake-out in the UK government bond market, the undead sheriffs of global finance are cracking open their coffins to warn that a crisis is coming, […]
Emerging market stocks slide on Trump tariff threats and strong dollar #NewsMarket
CashNews.co Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world Investors are ditching emerging market stocks as they brace themselves for president-elect Donald Trump’s proposed trade tariffs and contend with a soaring US dollar and rising bonds yields. MSCI’s emerging markets index, […]
Battery maker’s $5bn debt deal hands Brookfield huge dividend #NewsMarket
CashNews.co Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Investors have piled into a bond and loan deal that will hand private equity giant Brookfield a huge $4.5bn dividend, overcoming fears from some money managers that Donald Trump could torpedo a tax break […]
Saudi Aramco to expand investments in lithium as it diversifies from oil #NewsMarket
CashNews.co Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Saudi Aramco, the world’s largest oil company, is to expand its investments in lithium production in the race to build a supply chain for the metal vital for batteries to power electric cars. China […]
Weakening rupee puts India interest rate cuts in doubt #NewsMarket
CashNews.co Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. A drop in the value of India’s rupee has shaken expectations that the new head of the central bank will quickly cut interest rates to stimulate the country’s flagging economy. The currency has repeatedly […]
What are UK bonds thinking? #NewsMarket
CashNews.co US bonds and UK gilts are tracking each other, and heading down. Today on the show, Rob Armstrong and Katie Martin try to figure out whether to blame chancellor Rachel Reeves, or the whole world. Also, Rob goes short pretentious editorials and Katie coins a new term, “Brovid”, to describe the mind virus causing […]
SEC sues Elon Musk over alleged late disclosures on Twitter share deal #NewsMarket
CashNews.co Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. US securities regulators have sued Elon Musk for allegedly failing to make timely disclosures on his purchases of Twitter shares in 2022, helping him achieve a discount of at least $150mn on his additional […]