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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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Jeff Bezos focuses Washington Post opinion pages on ‘personal liberties’ and ‘free markets’
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Donald Trump says he will impose 25% tariffs on imports from EU
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The Tories discover that Britain is located in Europe
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Rout wipes $800bn from crypto market as bitcoin slump deepens
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Fiat and Jeep owner Stellantis sinks to loss as car sales drop
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Italian defence group set to boost European drone firepower in tie-up with Baykar
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Romania’s Georgescu taken in by police for questioning
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Is the vibe shift for real?
Good morning. The market “vibe shift” we have written about in the past few letters…
BP to slash renewables spending in pivot back to oil and gas
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Top finance ministers snub G20 as global co-operation comes under strain
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
From Wall Street to Riyadh: Vladimir Putin’s dealmaker paved way for US-Russia talks
Once last week’s meeting in Riyadh between US and Russian negotiators was over, one member…
Donald Trump’s tariffs spook consumers weary of inflation
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EU to keep climate goals but loosen rules for companies, says green chief
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Donald Trump announces US ‘gold card’ visa scheme
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US House passes budget resolution to cut taxes and spending by trillions
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