SAP leapfrogs Novo Nordisk to become Europe’s most valuable company

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Software giant SAP has overtaken Novo Nordisk to become Europe’s most valuable company, in the latest milestone for Germany’s surging stock market. SAP shares rose 1.3 per cent in early trading on Monday, lifting its … Read more

US activist Elliott takes 5% stake in RWE

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Hedge fund Elliott Management has taken a stake of nearly 5 per cent in RWE, calling for the German energy group to “significantly increase and accelerate” its share buyback programme.  RWE, one of Europe’s largest … Read more

Unfreezing Russian investors

Welcome to FT Asset Management, our weekly newsletter on the movers and shakers behind a multitrillion-dollar global industry. This article is an on-site version of the newsletter. Subscribers can sign up here to get it delivered every Monday. Explore all of our newsletters here. Does the format, content and tone work for you? Let me … Read more

The rise of Eurozone bond yields outside Germany is unwarranted

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 economist at Société Générale Long bond yields in the Eurozone have risen sharply on the back of the “whatever it takes” fiscal measures presented by Germany’s chancellor-in-waiting, Friedrich Merz, on … Read more

EU watchdogs warn that weakening rules risks another financial crash

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Europe’s drive to simplify and streamline financial regulation is making top supervisors nervous about the risk of key safeguards being watered down.  Two of the EU’s most senior financial supervisors told the Financial Times they … Read more

Donald Trump’s policies shatter Wall Street’s ‘US exceptionalism’ trade

Stay informed with free updates Simply sign up to the US equities myFT Digest — delivered directly to your inbox. Wall Street’s “American exceptionalism” trade has been shattered in recent weeks as the fall out from Donald Trump’s tariffs and uncertainty over the economic outlook and geopolitics have fuelled an unusually prolonged and deep twin … Read more