Author: Arabian Media staff
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Calpers, the largest public pension fund in the US, has signalled an appetite for more exposure to private equity despite concerns that these assets could expose retirees to too much risk. Stephen Gilmore, chief investment officer of the California Public Employees’ Retirement System, said it was “reasonable to expect our private equity exposure will continue to increase somewhat”. Despite concerns about lower than expected returns from some managers and the reliability of private valuations, Calpers has already boosted its allocation to private equity…
Stay informed with free updatesSimply sign up to the Electric vehicles myFT Digest — delivered directly to your inbox.UK ministers are to bring back consumer subsidies for some electric vehicles through a new scheme worth £650mn, as they try to boost sales of battery models that still lag government targets. Households will receive a discount of up to £3,750 per vehicle when they buy a new electric car that is priced below £37,000, under a programme to be announced on Tuesday that will include £63mn of funding for charger installations.The former Conservative government scrapped direct purchase incentives for battery-driven models…
When US President Donald Trump threatened 200 per cent tariffs on foreign-made pharmaceuticals, investors responded like it was a placebo. It’s the latest spat between drugmakers and an administration that share a complicated relationship. The FT’s Hannah Kuchler and Patrick Temple-West explain why Trump and Big Pharma aren’t getting along, and what that prescribes for the future of the industry.Mentioned in this podcast:Email Marc your questions (Marc.Filippino@ft.com)Investors shrug off Donald Trump’s 200% tariff on pharmaThe looming ‘patent cliff’ facing Big PharmaSign up for the FT’s Swamp Notes newsletter hereSwamp Notes is produced by Henry Larson. Topher Forhecz is the FT’s…
With Nvidia, AMD, and Broadcom’s customers currently ramping AI chips, KeyBanc analysts see those three companies in a favorable position ahead of the next batch of earnings reports. Source link
The underperformance of small caps and discretionary stocks is not a reason for investors to reduce exposure in U.S. equities, says SentimenTrader. Source link
Retirement is transitioning away from a one-size-fits-all milestone. As life expectancy increases, pensions dwindle, and an increasing number of Americans worry about outliving their savings, the concept of retirement is evolving away from traditional models into something far more flexible and individualized. So, what does it mean to truly retire? For some, it’s walking away from work entirely. For others, it’s about creating passion projects, taking career breaks, transitioning to more fulfilling careers, or gradually reducing working hours to lessen the retirement shock. Ultimately, workers are discovering there is no “right” way to retire, and they’re designing retirements that more…
The value premium is highly correlated with inflation. Source link
Is the housing market on the verge of a meltdown? One economist seems to think so — and he blames 7% mortgage rates. Source link
Would you invest in a stock just because Warren Buffett did? And would you pay to invest in a fund that tracks his publicly accessible portfolio? A growing crop of new exchange-traded funds (ETFs) is betting you will. VistaShares recently filed to launch funds that track the public filings of elite investors like Buffett, Bill Ackman, Stanley Druckenmiller, and Michael Burry. The idea? Let everyday investors “copy” the billionaires—without needing billions. But beneath the buzz lies a fundamental question: Is mimicking legendary investors actually a smart strategy, or is it just expensive fanfare? Key Takeaways ETFs tracking billionaire investors may…
TD Cowen analysts say food-industry megamergers haven’t worked. Source link