Christopher Mahon is head of Dynamic Real Return in Multi-Asset Investing at Columbia Threadneedle Investments. In February, the Bank of England updated its estimates for the lifetime losses of the asset purchase facility, the vehicle through which it conducts quantitative easing. Its prediction for APF losses had crept up: from £95bn in September, to £115bn … Read more
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
This article is an on-site version of our Unhedged newsletter. Premium subscribers can sign up here to get the newsletter delivered every weekday. Standard subscribers can upgrade to Premium here, or explore all FT newsletters Good morning. We could all really use a calm day in markets today. As of this writing, futures markets suggest … Read more
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Tether, the world’s most traded cryptocurrency, is considering offering a US-only “stablecoin” if Donald Trump’s administration introduces regulations to encourage new market entrants. Paolo Ardoino, the group’s chief executive, told the Financial Times it was … Read more
Stay informed with free updates Simply sign up to the Oil & Gas industry myFT Digest — delivered directly to your inbox. Greenpeace has raised the prospect of a fresh legal challenge to two planned UK oil and gasfields after the government signalled support for the projects, despite a court revoking their consent because of … Read more
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world US President Donald Trump’s sweeping tariffs risk triggering a large “negative demand shock” in the Eurozone, a senior European Central Bank policymaker said as the ECB weighs an interest rate decision later this … Read more
Unlock the White House Watch newsletter for free Your guide to what the 2024 US election means for Washington and the world US presidents, especially Republican ones, like to champion home ownership as an essential component of the American dream. Donald Trump, too, has pushed policies in this vein. But Trump’s quixotic policymaking — particularly … Read more
Stay informed with free updates Simply sign up to the Fintech myFT Digest — delivered directly to your inbox. The $5.6bn Singaporean payments start-up Airwallex has laid out plans to seek banking licences in the UK and US in a bid to expand into lending and compete with global banks. Chief executive Jack Zhang told … Read more
Stay informed with free updates Simply sign up to the Oil & Gas industry myFT Digest — delivered directly to your inbox. Woodside Energy, Australia’s largest energy company, has cemented a US push with an agreement for a New York-based private equity firm to provide $5.7bn in funding for a key liquefied natural gas development … Read more
Asian equities plunged in early trading on Monday as a global stock market rout continued following a weekend where US officials made no indication they would back down from Donald Trump’s sweeping new tariff regime. Japan’s benchmark Topix index fell over 9 per cent in the first 30 minutes of trading, while South Korea’s Kospi … Read more