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BUSINESS
The ESG investor’s dilemma: to engage or divest?
A 2020 paper on the debate over engagement versus divestment found that exiting is less effective than engagement in pushing companies to act in a socially responsible manner
BUSINESS
Is value investing back from the dead?
MSCI’s index of value stocks globally has climbed almost 16 per cent, compared with the growth stock benchmark’s 11 per cent gain
BUSINESS
Investor anxiety mounts over prospect of stock market ‘bubble’
After a dramatic rebound from the coronavirus crash last March, benchmark equity indices have toppled a series of record highs in the early days of 2021
BUSINESS
China’s currency heads into Biden era on front foot
But investors are divided over whether the wind will remain in the renminbi’s sails in 2021
BUSINESS
Mohamed El-Erian writes: Crises facing Biden threaten to create vicious cycles
New US President must combine agile political manoeuvring with smart economic policy
BUSINESS
Ruchir Sharma writes: Dear Joe Biden, deficits still matter
The new President’s plans for more stimulus risk exacerbating inequality and low productivity growth
BUSINESS
‘The ambitions are New Deal scale’: Why Joe Biden needs big, early victories
Biden is no stranger to tough starts, given that he became vice-president to Barack Obama at the height of the financial crisis
BUSINESS
Tech stock booms: then and now
The echoes of the dotcom bubble era in current market conditions
BUSINESS
Wildebeest investors and the dangers of the herd
Safety in numbers is not always the best approach when it comes to investing
BUSINESS
One-time king of steel Lakshmi Mittal hunts for growth in emerging markets
The CEO says his focus is on repaying the faith of investors with an expected reinstatement of dividends and playing a leading role in the transition to low-carbon steelmaking
BUSINESS
Bitcoin’s wild ride leaves traditional money managers queasy
Bitcoin, the most actively-traded cryptocurrency, has endured its worst bout of tumult since the global market ructions in March
BUSINESS
Jack Ma vs Xi Jinping: the future of private business in China
Taken together, the regulatory measures amount to an unprecedented squeeze on a business empire whose ubiquitous services are central to the functioning of China’s pioneering online economy
BUSINESS
Twitter vs Trump: Has Big Tech gone too far?
The moves have added fuel to the debate on a tech company’s right to censor users who breach their content policies and an individual’s right to freedom of expression
BUSINESS
Blue sweep of Congress will add pressure to weak dollar, analysts say
The US currency has been on a losing streak since the unprecedented actions taken by the Federal Reserve last year to limit the turmoil caused by the coronavirus crisis
POLITICS
The nightmarish end to Donald Trump’s presidency
The scenes of ransacking the Congress will go down in infamy in American democracy
BUSINESS
Facebook’s push into Asia-Pacific runs into political hurdles
After refusing to kowtow to Beijing’s demands to censor its users, among other requests, the social media giant has been locked out of the country ever since
BUSINESS
Distressed debt specialist Howard Marks warns on corporate borrowing burden
While stimulus measures and borrowed money could help keep companies stay afloat, it would not secure their futures if they struggled to return to profitability, says Marks
BUSINESS
Rational bubble puts markets on high starting point for 2021
While investors appear bullish, some wobbles in equity markets should be expected in the year ahead
BUSINESS
America’s dangerous reliance on the Fed
Easy money and fiscal gridlock in Washington lead to populism
BUSINESS
The big questions for Big Tech in 2021
Regulation and retention will determine whether Facebook, Google, Alibaba and their peers continue to clean up
TRENDS
Forecasting the world in 2021
FT writers share their predictions for the New Year, from the availability and take-up of Covid-19 vaccines to the fortunes of the S&P 500
BUSINESS
Why obituaries for the bull market in bonds might be premature
A net 76 per cent of fund managers surveyed recently by Bank of America expect a steeper yield curve of long-term rates rising above those for short-term debt
BUSINESS
A theory of (almost) everything for financial markets
Finance has a tendency to take all trends too far, and passive investing will undoubtedly prove no different
BUSINESS
What can go wrong? Investors’ views on the big risks to markets in 2021
The virus mutation in the UK underlines the fact that how it is not always a smooth sailing
