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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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US junk bonds slide as Donald Trump’s tariffs spark economic worries
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
China steels itself for Trump turmoil with ‘DeepSeek’ congress
For close watchers of Chinese politics, the country’s annual parliamentary meeting this year sent an…
‘We have to rebuild our country’: Donald Trump and his team pursue economic shock therapy
Donald Trump and his team of economic advisers are racing ahead with an attempt to…
Senate Democrats decline to back bill to avert US government shutdown
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Donald Trump taps Michelle Bowman as Fed vice-chair for supervision
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Intel appoints Lip-Bu Tan as chief executive
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Elon Musk’s cuts fail to stop US federal spending hitting new record
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US communications regulator to create council to counter China technology threats
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Blackstone and Goldman Sachs CEOs back Donald Trump as tariffs fuel US recession fears
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Russia pushes back Ukrainian troops after US plan to broker ceasefire
Moscow has intensified its efforts to push Ukrainian forces out of the Russian region of…
Staley referred to Epstein as ‘uncle Jeffrey’ in email to daughter, court hears
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Hedge funds slash bets as Trump’s trade war causes ‘a lot of pain’
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Winners and losers from the Wall Street sell-off
The rapid slump in US stocks over the past three weeks has been marked by…
US inflation fell more than expected to 2.8% in February
Stay informed with free updatesSimply sign up to the US inflation myFT Digest -- delivered…
2 REITs Most Investors Should Own
This article was written byFollowJussi Askola is the President of Leonberg Capital, a value-oriented investment…