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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 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. Subscribers can also sign up to the Lex newsletter here.

LexWalt Disney Co

Disney’s streaming success could point to next chief Premium

Bob Iger, whose second run at helm will end in 2026, views the unit as an inevitable shift

LexStarbucks Corp

Starbucks needs faster service, not more complicated drinks Premium

LexNintendo Co Ltd

The Nintendo Switch has had a great run Premium

LexPeloton Interactive Inc

Peloton and Carvana: the pandemic stars headed in different directions Premium

LexEuropean banks

European banks need more than fear of missing out to perform from here Premium

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More Lex

Tuesday, 23 April, 2024

Mergers & Acquisitions
Handbag deal challenge contains warning for all serial acquirers Premium content
The FTC has defined a specific market of accessible luxury it says will be harmed if the deal goes through
Tuesday, 23 April, 2024

IPOs
Hong Kong’s bubble tea IPO flop is a sign of the market times Premium content
Chabaidao’s experience reflects weak local investor sentiment
Tuesday, 23 April, 2024

Galp Energia SGPS SA
Galp will set off Big Oil dealmaking with its Namibian find Premium content
Shell, Total and Chevron are all drilling, or planning to drill, in the Orange oil basin
Tuesday, 23 April, 2024

Electric vehicles
Slumping EV sales should not ring alarm bells in Europe — yet Premium content
European carmakers should use this market slowdown to play catch-up with Chinese rivals
Monday, 22 April, 2024

Intuit Inc
AI boom can even work on your taxes Premium content
Tax preparer Intuit’s market valuation bigger than Goldman Sachs after becoming unexpected beneficiary of AI enthusiasm
Monday, 22 April, 2024

Embracer Group
Swedish gaming break-up powers up stock for struggling investors Premium content
Embracer’s move is a pragmatic solution to its excessive debts but an attractive one
Monday, 22 April, 2024

Fund management
UK’s asset managers need more than a change in macro mood Premium content
The basic issue for the sector is that revenues are flatlining
Sunday, 21 April, 2024

US society
US college affordability debate should focus on net cost, not sticker prices Premium content
Total cost figures are misleading, with few students actually paying the headline amount
Saturday, 20 April, 2024

World
Fewer ‘golden visas’ will not dim millionaire demand for bolt-holes Premium content
Rules are tightening and prices rising but plenty of schemes remain open for business
Friday, 19 April, 2024

Helen Thomas
The Lex Newsletter: investment banking is back — sort of Premium content
Dealmaking may have picked up but there is still a need for caution after a protracted slump
Friday, 19 April, 2024

Artificial intelligence
Rent the Runway needs more than AI to go from rags to riches Premium content
Inflation-weary consumers are not the only problem for the online clothing rental company
Friday, 19 April, 2024

Industrial goods
Rush for high voltage connectors will mean more cable hook-ups Premium content
Expect more deals after Prysmian’s acquisition of Encore Wire
Friday, 19 April, 2024

Corporate governance
Concentrated power at the top of businesses remains a red flag Premium content
There remains a logic to separating functions of chair and chief executive
Thursday, 18 April, 2024

Amundi
Amundi heads west in bid to be Europe’s BlackRock Premium content
Victory Capital deal will nearly triple US assets under management
Thursday, 18 April, 2024

Live Nation Entertainment Inc
Live Nation deserves to face the antitrust music Premium content
An unwinding of the Ticketmaster deal no longer looks far-fetched
Thursday, 18 April, 2024

Thames Water
Thames Water could benefit from a spell of public ownership Premium content
Special administration might limit fallout for other utilities and provide a chance to tackle unwieldy structure
Wednesday, 17 April, 2024

Elon Musk
Elon Musk says Texas forever. Shareholders should not Premium content
Tesla wants to relocate its corporate domicile but institutional investors like Delaware’s sophistication and predictability
Wednesday, 17 April, 2024

Helen Thomas
The Lex Newsletter: Big is still beautiful Premium content
Plus, CVC, tech IPOs, London’s market, Wood Group
Wednesday, 17 April, 2024

ASML Holding NV
ASML’s poor quarter is not a good reason to fret about its future Premium content
The Dutch group holds an unassailable market position
Wednesday, 17 April, 2024

Royal Mail
A Royal Mail bid will only deliver controversy Premium content
Stock reflects the burden that an obligation to deliver letters six days a week has become
Wednesday, 17 April, 2024

Artificial intelligence
How ‘open’ is generative AI really? Not very Premium content
The tech sector will never embrace true openness
Wednesday, 17 April, 2024

European banks
European banks will struggle to get much ‘strategic’ love Premium content
Banking federation is calling for a more consistent set of rules across the EU
Tuesday, 16 April, 2024

Private equity
Private equity is a test that university endowments risk flunking Premium content
Elite private colleges have used the ‘Yale model’ to great success but that approach now seems questionable
Tuesday, 16 April, 2024

UK companies
No, a US listing cannot fix every UK company’s problems Premium content
Calls for London-listed engineer Wood Group to consider a US listing are delusional
Tuesday, 16 April, 2024

Container shipping
No one will win in container shipping’s game of chicken Premium content
The industry seems set for cyclical pain