Author: Perry
This article was written byFollowOliver Rodzianko is a macro-focused investment analyst with a global perspective and a focus on public equity strategy. His approach is grounded in valuation discipline and long-term fundamentals, with emphasis on sectors including technology, semiconductors, AI, and energy. He is U.S.-market centered, with international awareness informing his process. He manages a long-only, unleveraged portfolio designed to preserve capital and capture asymmetric upside around key market dislocations. Positions are held through medium-term cycles and exited based on intrinsic value. His research is published on Seeking Alpha, TipRanks, and GuruFocus. At the core of his work is the…
A soaring 30-year Treasury yield is grabbing the lion’s share of attention right now when it comes to signaling how the U.S. fiscal outlook is rattling investors. Yet there’s another less-talked-about factor weighing on sentiment that is coming from overseas: the tumultuous rise in the bond yields of Japan. Source link
Mark Chick, director of ALEP and a partner at Bishop & Sewell LLP Matthew Pennycook has recently announced proposals to replace leasehold with commonhold, making commonhold the default tenure and a Commonhold white paper has now been published. The government’s intention is that new leasehold flats will be banned as the government takes steps to honour its manifesto commitment to ensure commonhold becomes the default tenure. I support the initiative to reform the current system but am also mindful of the challenges that will need to be overcome to make it work properly for all types of developmen. The announcement…
16 April, 2025 6 min read Share Copy Link Copied The construction site manager depends on years of hands-on experience and intuition. The project coordinator, on the other hand, leans on data-driven insights and digital tools. “This will save us time,” the coordinator insists, tapping on a tablet. “Not if it doesn’t account for real-world delays,” the site manager counters, waving a well-used clipboard. Both bring valuable expertise. But their different work styles could slow technology adoption and create friction in decision-making if not appropriately handled. This highlights a growing challenge: the generational technology gap in construction. As younger, tech-savvy…
India and the United Kingdom are accelerating efforts to strengthen their bilateral ties, with ongoing high-level negotiations aimed at finalizing a Free Trade Agreement and a Bilateral Investment Treaty. In a joint statement released during Finance Minister Nirmala Sitharaman’s six-day visit to the UK and Austria, both nations reaffirmed their commitment to unlocking new economic opportunities. Sitharaman co-chaired the 13th India-UK Economic and Financial Dialogue (EFD) in London with UK Chancellor Rachel Reeves, where they emphasized that a robust India-UK partnership will enhance economic resilience through deeper trade relations, macroeconomic cooperation, and stronger supply chains. The statement also stressed the…
The Linux Foundation and Meta are putting some numbers behind how open-source AI (OSAI) is driving innovation and adoption.The adoption of AI tools is pretty much everywhere now, with 94% of organisations surveyed already using them. And get this: within that crowd, 89% are tapping into open-source AI for some part of their tech backbone.A paper released this week by Meta and the Linux Foundation stitches together academic brainpower, industry frontline stories, and global survey data to showcase an ecosystem that’s buzzing thanks to being open and affordable.If there’s one thing that jumps off the page, it’s the money talk.…
One of the leading drivers of foreclosures in the U.S. is extreme weather, First Street says. Source link
Artificial intelligence and regulatory changes mean borrowers could be driven away from the intermediary channel, multiple broker firms have warned. Regulator the Financial Conduct Authority (FCA) is consulting on rules that would help mortgage customers go direct to mortgage lenders by removing the need to always get advice. Such a move would result in a 7.5% drop in broker sales, the FCA estimated. Mortgage advisers currently account for nine in 10 mortgage sales, according to data from the Intermediary Mortgage Lenders Association. Rob Jupp, group chief executive officer of the Brightstar Group, said the big banks are “getting ready to wage…
21 May, 2025 6 min read Share Copy Link Copied The advancement of AI is ushering in a new era—one that is transforming how to run a successful small business. As an accountant or bookkeeper, these developments bring a new opportunity to shape how you serve your clients and become a driver of their business success. To demonstrate the potential of AI, we asked coffee chain Grind Founder, David Abrahamovitch, to share the many ways he’s using it. From empowering his finance team, to enhancing the way he works with his accountant. Hear his story here: This article will discuss…
Hours after markets opened, the White House said U.S. tariffs on China stand at 145%. More: https://abc11.com/post/global-stock-markets-climb-thursday-trump-pauses-most-tariffs-90-days/16151620/ Download: https://abc11.com/apps/ Like us on Facebook: https://www.facebook.com/ABC11/ Threads: https://www.threads.net/@abc11_wtvd Instagram: https://www.instagram.com/abc11_wtvd/ TIKTOK: https://www.tiktok.com/@abc11_eyewitnessnews Subscribe: https://www.youtube.com/c/ABC11-WTVD source