Asset Management Editor @FinancialTimes formerly FT news editor for financial services; FT Paris Correspondent and FT City Correspondent. [email protected]
My lunch with Oaktree founder @HowardMarksBook in which we talk about the business of bargain hunting, the dangers of emotion - and meeting his nefarious namesake
https://t.co/imcadifpMW
NEW: American financier Don Wilson invested $100mn in the Trump family’s flagship bitcoin project just nine weeks after a probe into his crypto business was dropped by the Trump administration.
With @AntoineGara and @HarrietAgnew.
https://t.co/WciIPDH0HD
Man Group, the world’s largest listed hedge fund manager, has ordered its London-based quants to temporarily return to the office five days a week amid a period of poor performance.
Scooplet with @HarrietAgnew
Elon Musk promised his bankers they would not lose money on the $13bn they lent to finance his Twitter takeover in 2022. The world’s richest man has now largely made good on his vow after Donald Trump’s re-election helped rescue the debt deal.
https://t.co/5jxt4tV56c
BIG scoop from team @FT
President Trump's media company is preparing to raise $3bn to buy cryptocurrencies like bitcoin. The move comes as Trump promises pro-crypto regulation & administration officials will soon descend on Vegas for an industry confab.
https://t.co/6yqjQfqUqN
Nice piece from my colleague @rbrtrmstrng on Warren Buffett highlights an important point - how he managed the liability side of Berkshire Hathaway's balance sheet was as important as how he managed the asset side. https://t.co/Cg7QIEUB2B via @ft
Scoop: Jane Street trading revenues nearly doubled in 2024 to more than $20bn and the boom continued into Q1 amid the tariff-induced market turmoil https://t.co/ACfcrlHP6u
Big scoop from team FT on China's sovereign wealth funds pulling back from US PE amid trade war tensions. One of the biggest LPs out there, further evidence that a trade war is impacting capital flows.
@HarrietAgnew@alexandraheal@kayewiggins & myself.
https://t.co/c9eM3nM5xL
NEW
Some of the world’s biggest pension funds - from Canada to Denmark - are halting or reassessing their private market investments into the US, saying they will not resume until the country stabilises after Donald Trump’s erratic policy blitz.
https://t.co/xg47O6nPGO
A late Friday scoop: European buyout group CVC has explored a deal for $75bn private credit lender Golub Capital, sources tell the @FT. Story with @HarrietAgnew@alexandraheal@BondHack https://t.co/ecJDhcHRY6
The star traders’ dilemma: can billionaire hedge fund managers Alan Howard and Chris Rokos preserve their legacy?
FT big read with @HarrietAgnew
https://t.co/NrbAKNUyfY
The largest private equity fund raised in recent memory is a fund to buy private equity fund stakes from investors overexposed to the asset class... A sign of the times.
@HarrietAgnew@alexandraheal and myself.
https://t.co/IMOOyB7kBE
"One way to think about Boaz Weinstein’s attack on UK investment trusts is as if it were the Old Firm derby. The outcome is hugely important for those involved and irrelevant to nearly everyone else. A third group of observers ... hope both sides lose."
https://t.co/AEvQ7Tmwew