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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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Donald Trump’s escalating trade war will damage global growth, OECD warns
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Warren Buffett’s Berkshire Hathaway lifts stakes in Japanese trading houses
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Maritime regulator says ‘fight fire with fire’ and levy China ships at US ports
The US should “fight fire with fire” and impose fees on Chinese-built vessels to fund…
US listings often fail to boost European companies’ valuations
European companies that have added a US listing often do not see an uplift to…
Young Americans lose trust in the state
Young Americans’ confidence in the apparatus of government has dropped dramatically to one of the…
GE’s Larry Culp awarded $89mn in pay as shares jump following break-up
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
China unveils plan to ‘vigorously boost’ weak consumption
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Investors seek to profit from Russia as Trump pursues rapprochement
Investors are turning to sanctions-proof bets on Russian bonds and the rouble to wager that…
Benjamin Netanyahu says he will sack Israel’s domestic spy chief
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Northern Ireland attests to the power of the transatlantic alliance
Unlock the White House Watch newsletter for freeYour guide to what the 2024 US election…
Columbia under pressure to resist Trump administration demands
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US says Trump and Putin to speak in next few days on Russia-Ukraine war
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Media advocates warn Trump’s cuts to Voice of America embolden autocrats
Unlock the White House Watch newsletter for freeYour guide to what the 2024 US election…
US shoppers tighten their belts as economic outlook concerns mount
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How to spot a low performer
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…