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Vulcan Value Partners Q4 2025 Letter
Portfolio Review All of our strategies had positive returns for the year. These results are detailed in the table below.…
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Is the US about to screw SWFs?
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
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Argentina to relax currency controls to secure $20bn IMF deal
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
European travellers cancel US visits as Trump’s policies threaten tourism
The number of European travellers visiting the US has fallen sharply as political and economic…
Wall Street stocks end turbulent week with late rally
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Trump tariffs could push US inflation to 4% this year, warns top Fed official
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Federal Reserve ‘absolutely’ ready to help stabilise market if needed, top official says
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Scott Bessent, the Treasury secretary shaping Trump’s trade war
At a cabinet meeting on Thursday, as US equity indices showed new signs of distress…
Treasury yields soar as bond rout intensifies
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US consumers warned of higher prices from tariffs within weeks
Retailers across the US are warning of a cascade of price increases and product shortages…
JPMorgan chief Jamie Dimon warns of ‘considerable turbulence’ in US economy
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Donald Trump has added a political risk premium to US assets
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Equities trading pushes Morgan Stanley profits ahead of expectations
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
BlackRock inflows slow as market sell-off hits confidence
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
US fires Greenland base commander after JD Vance visit
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China increases additional tariffs on US imports to 125%
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Renault emerges as winner in Trump tariff chaos
The turmoil caused by Donald Trump’s trade policies has ensnared the entire automotive industry except…