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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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Hedge fund Elliott turns up heat on BP with demand for deep spending cuts
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
JD Vance hails ‘very good progress’ on US trade deal with India
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means…
IMF warns of rising US recession risk and defends Fed rate policy
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Who could be the next pope?
The end of Pope Francis’s tumultuous papacy has ignited a fierce contest for leadership of…
Nomura to buy Macquarie asset management units in its biggest deal since Lehman
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
The US ruled against Google’s monopoly — Europe should do the same
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Gold hits $3,500 for first time as Donald Trump’s attack on Jay Powell rattles markets
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Donald Trump needs Jay Powell
Unlock the White House Watch newsletter for freeYour guide to what the 2024 US election…
Japanese investors sold $20bn of foreign debt as Trump tariffs shook markets
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
India under tariff pressure to give Amazon and Walmart’s Flipkart full market access
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Harvard sues Trump administration over funding freeze
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FTC sues Uber over ‘deceptive’ subscription service
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
The legacy of a compassionate reformist pope
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
US thrift stores bank on windfall from Donald Trump’s tariffs
US thrift stores are betting that the pain conventional retailers are expected to endure from…
Trading partners ponder the art of fobbing Trump off with a weak deal
Welcome to Trade Secrets, those of you not enjoying an Easter Monday break. Today we…