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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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The pandemic that didn’t change the world
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France and Germany clash over ‘buy EU’ weapons
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Can Germany spend its way out of industrial decline?
It took just a few hours for Friedrich Merz to conduct one of the sharpest…
China hits Canada with retaliatory tariffs on agricultural products
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Scores killed as Assad loyalists clash with Syrian security forces
Scores of people were reported killed in Syria on Friday as members of the government’s security…
Poland must look at acquiring nuclear weapons, says Donald Tusk
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Doug Ford, the defiant Canadian politician taking on Trump
Over the past few months, Ontario premier Doug Ford has been Canada’s political muscle, a…
Federal Reserve chief Jay Powell plays down growth worries after jobs report disappoints
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JPMorgan suspected Staley of involvement related to Epstein convictions, court hears
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
PwC and Saudi Arabia’s sovereign wealth fund clash over hiring of executive
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
US global leadership has never been plain sailing
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Three Bulgarians linked to Wirecard’s Jan Marsalek found guilty of spying for Russia
Three Bulgarian nationals have been found guilty of spying for Russia at the Old Bailey…
Crypto prices fall as US strategic reserve plan disappoints traders
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Donald Trump threatens Russia with additional sanctions and tariffs
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UK foreign secretary backs multilateral defence funding for Europe
UK foreign secretary David Lammy has said that a new multilateral fund will be needed…