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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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Germany to boost defence spending at faster rate than France or UK
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Israel-Iran latest: Donald Trump claims Israel and Iran have agreed ceasefire
Donald Trump has said Israel and Iran have agreed a ceasefire, which would end the…
US House of Representatives bans WhatsApp on government devices
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UK defence funding will hit 5% of GDP by 2035, Starmer to tell Nato summit
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Donald Trump thanks Iran for ‘very weak’ response to US air strikes
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Federal Reserve official Michelle Bowman calls for interest rate cut as soon as July
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Oil sinks as traders bet Iran’s attack in Qatar will lead to de-escalation
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Canada and EU inch closer together on defence
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Pedro Sánchez torpedoes Nato unity on eve of crucial summit
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Manhattan Associates: Growth Clouded By Services Decline (Downgrade) (NASDAQ:MANH)
This article was written byFollowDonovan Jones is a research specialist with 15 years of experience…
Iranian paramilitaries go on the hunt for Mossad agents
In a small village near Tehran, voluntary members of the Revolutionary Guards’ paramilitary wing, the…
Military briefing: will Iran start a new ‘tanker war’?
Mines across one of the world’s most strategically important waterways. Western-made missiles scuttling oil tankers…
Germany floats return to conscription if volunteer plan fails
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Trump must resist the siren call of regime change in Iran
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Revolut chief in line for Musk-style payday at $150bn valuation
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…