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Lex

THE FT'S AGENDA-SETTING DAILY INVESTMENT COLUMN

Lex is the flagship investment column of the Financial Times. An award-winning team in five time zones helps readers make better decisions by highlighting key risks and opportunities. Lex has published daily in the newspaper since 1945 and is available to premium subscribers online. We believe it is the most influential column of its kind. See here for full details of our service to readers.

Sign up here to receive the Lex newsletter with topical analysis from world financial centres on Wednesday, and a review of the week every Friday from Jonathan Guthrie or Elaine Moore. Follow us on Twitter @FTLex

LexWork & Careers

Future of work: career planners should contemplate computers and care Premium

New technology tends to create jobs, not eliminate them

US food industry: health conscious consumers are cereal killers Premium

LexMicrosoft Corp

Microsoft/Activision: messy process yields a better outcome for consumers Premium

LexElaine Moore

The Lex Newsletter: IPOs pop and drop Premium

LexAdevinta ASA

Adevinta/Permira: low valuations in European classifieds catch private equity’s eye Premium

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The Lex Newsletter: TikTok wants to be Amazon for Gen Z Premium

LexUS & Canadian companies

Cisco/Splunk: M&A deal could signal start of rate acceptance Premium

How investors are underpricing climate risks

Promoted Content

More Lex

Monday, 25 September, 2023

Gig economy
Gig economy: blurred lines need to be recognised in new labour laws Premium content
Italy has shown it is possible to give workers a measure of protection without destroying the platform model
new
Monday, 25 September, 2023

McDonald's Corp
McDonald’s: fast-food fight looms over franchisee fees Premium content
Company needs to tread carefully over plan to raise royalty charges for new franchises in US and Canada
new
Monday, 25 September, 2023

Evergrande Real Estate Group
China property: accelerating meltdown threatens other markets Premium content
Nervousness over the risk of contagion could spread into commodities
new
Sunday, 24 September, 2023

Work & Careers
Future of work: career planners should contemplate computers and care Premium content
New technology tends to create jobs, not eliminate them
Saturday, 23 September, 2023

Kellogg Co
US food industry: health conscious consumers are cereal killers Premium content
The breakfast staple’s presence in US pantries has diminished, leaving the wheat to be sorted from the chaff
Friday, 22 September, 2023

Microsoft Corp
Microsoft/Activision: messy process yields a better outcome for consumers Premium content
Regulators have in the past been too lenient, now they are trying to act early to protect nascent markets
Friday, 22 September, 2023

Elaine Moore
The Lex Newsletter: IPOs pop and drop Premium content
Plus, Cisco, S4 Capital, SoftBank, private equity, UBS, UK net zero, Pearson
Friday, 22 September, 2023

Adevinta ASA
Adevinta/Permira: low valuations in European classifieds catch private equity’s eye Premium content
Public markets may have lost interest in the region’s online ad sector, but the Oslo-based business is an attractive target
Friday, 22 September, 2023

Lex PopuliEuropean banks
Italian debt: rule changes could put pressure on investors
Non-performing loans look to be on the rise again
Friday, 22 September, 2023

Mobile devices
Smartphones/China: homegrown rivals eye Apple’s market share Premium content
Local brands will struggle as long as iPhones continue to be regarded as status symbols
Thursday, 21 September, 2023

US & Canadian companies
Cisco/Splunk: M&A deal could signal start of rate acceptance Premium content
Silicon Valley mainstay acquires cyber security software company $28bn in cash
Thursday, 21 September, 2023

UK retail industry
UK retail: falling inflation and consumer demand lift sector Premium content
Pay rises appear to have prompted shoppers to keep spending despite higher prices
Thursday, 21 September, 2023

UK banks
UK banks: valuations disappoint despite rising profits Premium content
Investors tempered optimism about the sector when customers withdrew deposits more quickly than anticipated
Thursday, 21 September, 2023

Asia-Pacific companies
Kokusai Electric: Japanese listing arrives in time for chip boom Premium content
Debuts in the local market have been the best performers in the region this year
Thursday, 21 September, 2023

Private equity
Private equity: financial engineering prevents valuation check Premium content
The sector finds continuous ways to bypass the issue of true price discovery and keep their fee stream running
Wednesday, 20 September, 2023

Walt Disney Co
Disney: Iger needs to dream up better ideas than spending more on parks Premium content
Division’s importance has grown amid problems with Disney+, broadcast and cable businesses
Wednesday, 20 September, 2023

UK politics
UK net zero: tinkering with targets will deter clean energy investors Premium content
Sunak’s dilution of EV and boiler phaseout dates sends mixed messages to consumers
Wednesday, 20 September, 2023

M&G Investments PLC
M&G: slow progress for innovator turned follower Premium content
Building up asset and wealth management units is a good idea but investors will need to be patient
Wednesday, 20 September, 2023

Pearson PLC
Pearson: new boss-elect Abbosh has hard act to follow Premium content
There is scope for further advancement but the going will get tougher
Wednesday, 20 September, 2023

June Yoon
The Lex Newsletter: TikTok wants to be Amazon for Gen Z Premium content
Social media group is branching out into ecommerce but the US is not the only country with concerns about the app
Wednesday, 20 September, 2023

BYD Co Ltd
BYD: China’s cheap EVs charge up Japanese market Premium content
Release of Dolphin model will test loyalty to domestic carmakers
Tuesday, 19 September, 2023

Technology sector
Unity Software: freemium no longer helium for fallen SaaS stars Premium content
Tech company’s shares have fallen by more than a tenth in the last week
Tuesday, 19 September, 2023

Deepmind Technologies Ltd
Google DeepMind: drug developers seek a structural advantage from AI Premium content
Using AI should speed up detection of diseases caused by genetic variants but it does not guarantee success
Tuesday, 19 September, 2023

Oil
Oil: Saudi lollipop set to sweeten energy company valuations Premium content
Production cuts have lifted prices close to last year’s $100 per barrel average as the world produces less than it consumes
Tuesday, 19 September, 2023

Property sector
British Land: surprising resilience of retail parks offers bright spot Premium content
A reinvention with online sales and click and collect has turned fortunes around