Pensions dump US equities over AI fears
Plus, bond investors sound alarm, US stocks on the rise and Münter at the Guggenheim
Posted on Monday December 08, 2025FirstFT: France faces pressure over frozen Russian assets
Also in today’s newsletter: Starmer hosts Ukraine meeting, and UK navy strategy
Posted on Monday December 08, 2025Deutsche Bank seeks 40% pay bump for highest-paid chair in Dax
Alexander Wynaendts has reduced his other board commitments after investor criticism
Posted on Monday December 08, 2025How the bank behind London’s most expensive office lease unravelled
Brazil’s Banco Master was one entrepreneur’s ticket to riches but collapsed last month amid allegations of a $2.3bn fraud
Posted on Monday December 08, 2025Trump drives historic shift of power from investors to boardrooms
Moves to curb proxy advisers and passive investment giants chip away at foundations of shareholder capitalism
Posted on Monday December 08, 2025China’s trade surplus tops $1tn for first time
Exports soar despite tensions between Washington and Beijing
Posted on Monday December 08, 2025European allies to rally support for Ukraine as US pressure mounts
Starmer hosts Zelenskyy, Merz and Macron in London as they try to avert unfair settlement being imposed on Kyiv
Posted on Monday December 08, 2025The power crunch threatening America’s AI ambitions
A lack of electricity for new data centres could deflate the AI ‘bubble’
Posted on Monday December 08, 2025The UK must do more than go on muddling through
We need to look at the causes of the country’s dire economic performance
Posted on Monday December 08, 2025France shielding €18bn Russian asset pot from EU ‘reparations loan’ push
Paris guarded names of private banks holding world’s second biggest accumulation of immobilised Russian state funds
Posted on Monday December 08, 2025