Featuring Lekoil, Dixons Carphone, SSP, RELX, Spire Healthcare, L&G, Fevertree, Melrose and whatnot.
Outta site, outta mind.
Bioplastics; Chinese coal demand; the price of a slave; Labour’s future and more...
Featuring Fevertree, Diageo, Sirius Minerals, Intu, Capita, ConvaTec, Asos, Prada and some other things.
While it takes more to be a sovereign than just operating your own central bank, it doesn’t half help with appearances.
And why meaningful corporate-specific targets are needed if social impact objectives are to be achieved.
“Being funny is apparently not always our strong suit.”
Featuring CD Projekt, GVC, Flutter, William Hill, Hastings, IAG, NMC Health, Restaurant Group, Ashtead, Character Group and myriad other things.
How good does the distributed dream-ledger taste?
Unless you ignore the data.
Featuring Tesla, Pearson, Hays, Vodafone, GlaxoSmithKline and some other things.
If Japan’s largest pension fund wants to lead on stewardship, it needs to pick better battles.
Would you rather global societal breakdown occurred by climate change or mass energy poverty? Or none of the above?
Because well, why not?
Featuring Flybe, Provident Financial, Frontier Developments, Lekoil, TalkTalk, Hikma and other things.
Roberto, a soup; nomic-nomics; a warning from Yamaha; America’s favourite poison; and more.
Featuring Lekoil, Dixons Carphone, Boohoo, Games Workshop, Elementis, Centamin, GVC and Albert Edwards.
Supply shock; Visa and Plaid; Heico’s record returns; Facebook’s broken PR and much more...
Featuring Pennon, Flybe, Spirent, Just Group, BAE Systems, Aston Martin, Casino, William Hill and whatnot.
How bond market sensitivities are increasingly critical for banking regulation.
Royal spin-off.
Featuring Superdry, B&M, JD Sports, Team 17, NMC Health, Direct Line, Restaurant Group, Enquest, Quilter and other stuff.
Featuring M&S, Card Factory, SIG, Tesco, Tesla, AG Barr, Hipgnosis, IAG and other stuff.
The troubled food delivery business is up for sale, but at what price?
Introducing a new series focused on the unintended consequences of morally motivated market actions: because the road to hell is often paved with good intentions.
Featuring: NMC, Sirius Minerals, Aston Martin, Finablr, BT, Spirent, Elementis and other stuff.
Is there anything abnormal about negative real rates?
Propaganda; sleep; conviction; Cummings; and more.
New data show challenger banks aren’t managing to convince customers to ditch their old high-street accounts.
Amazon; US vs China; do be evil; edtech fails; writing a hit and much more...
