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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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Trump has undermined US economic exceptionalism
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US stocks sink on tech weakness and tariff confusion
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Shares of US LNG exporter Venture Global plummet as exports slow
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
US floats new tariff reprieve for Canada-Mexico trade in latest shift
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US grain prices tumble as trade war sparks fears of glut
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
ECB cuts interest rate to 2.5%
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Restricting power across US-Canada border risks grid stability, watchdog warns
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Buy The Dip: Big Dividend Growth Stocks Getting Way Too Cheap
This article was written byFollowSamuel Smith has a diverse background that includes being lead analyst…
EU defence summit: Leaders hold emergency meeting on support for Ukraine
From left, European Council president António Costa, Ukraine’s President Volodymyr Zelenskyy and European Commission president…
BP chief executive’s pay falls 30% after failing to meet key targets
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Air France-KLM targets ‘unbelievable’ spending of American travellers
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Germany’s ‘whatever-it-takes’ spending push to end years of stagnation
Friedrich Merz’s “whatever it takes” plan to unleash defence spending and overhaul German infrastructure is…
US stocks struggle as ‘America First’ bets backfire
When Donald Trump rang the opening bell at the New York Stock Exchange on December…
Microsoft walks away from some CoreWeave commitments ahead of $35bn IPO
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Trump administration to expand blitz against spending on consultants
The Trump administration is widening its assault against government spending on consultants, after an Elon…