Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right... more
Nicolai Tangen oversees Norges Bank Investment Management, also known as Norway’s oil fund. It contains about $2tn in assets, based... more
Grouping the majority of the world’s economies into a basket labelled “emerging markets” and trying to generalise about them is... more
Eli Lilly’s shares have surged 750 per cent over five years. Novo Nordisk’s are up about 360 per cent in... more
Stocks are flying, rates are plunging, jobs are surging, but everyone says they’re anxious. What is going on? Today on... more
As the conflict in the Middle East expands to include Lebanon and Iran, markets are responding with surprising nonchalance. Why?... more
Last week China announced it would be providing low-cost funds to investors in both equities and the property market. The... more
When discussing the economy after the interest rate cuts last week, chair of the US Federal Reserve Jay Powell made... more
As the Federal Reserve starts to lower interest rates, a perennial theory has returned: that small and mid caps will,... more
In a massive surprise on Wednesday, one of Rob Armstrong’s predictions turned out to be right. The Fed did indeed... more
Apollo Global Management is publicly traded and one of the largest alternative asset managers in the world. But what does... more
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