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Highlights from Monday’s FTfm.
Industry profits to rebound
A McKinsey report sees profitability in the asset management industry on the rise again this year, but margins will never recover to where they were at the turn of the millennium Read more
1.Cult Markets: When the bubble bursts
2.A friendly reminder that Yahoo's core business is worth -$11.6 billion
4.When break-even inflation expectations are falling...
5.You call that a balance sheet expansion?
6.Buybacks, dividends, Modigliani and Miller
7.The BABA pop, snapped
8.It wasn't QE that caused a collateral scarcity this summer
9.Anti-Abacus, anti-BISTRO and anti-balance sheet synthetic securitisation
10.The return of the American borrower
1.Second Circuit still not Argentina's biggest fan
3.When break-even inflation expectations are falling...
4.It wasn't QE that caused a collateral scarcity this summer
5.The BABA pop, snapped
6.You call that a balance sheet expansion?
7.Anti-Abacus, anti-BISTRO and anti-balance sheet synthetic securitisation
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