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<title>Financial Times - Tony Jackson</title>
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<pubDate>Sun, 27 May 2012 12:51:31 GMT</pubDate>
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<title>Financial theory crisis persists</title>
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<description>We no longer know what things are worth, an advance on when we believed what we were told, but it still threatens paralysis, writes Tony Jackson</description>
<pubDate>Sun, 27 May 2012 12:51:31 GMT</pubDate>
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<title>Corporates have a debt mountain to climb</title>
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<description>Non-financials have huge refinancing needs and also have to raise massive new sums to finance growth and recovery, writes Tony Jackson</description>
<pubDate>Sun, 20 May 2012 15:39:53 GMT</pubDate>
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<title>Untramelled executive pay spreads disruption</title>
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<description>The remarkable shareholder uprising over executive pay, in the UK and elsewhere, is welcome and overdue but also misdirected, writes Tony Jackson</description>
<pubDate>Sun, 13 May 2012 14:45:41 GMT</pubDate>
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<title>Short-termism may yet derail recovery</title>
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<description>US results indicate recovery but murky underlying picture leaves unclear if profits rebound can be sustained or if balance sheets can take the strain</description>
<pubDate>Sun, 06 May 2012 15:59:28 GMT</pubDate>
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<title>Tesco stock is cheap but not necessarily a buy</title>
<link>http://www.ft.com/cms/s/0/5d3f9718-9054-11e1-8cdc-00144feab49a.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>There is piquancy in the fact that Warren Buffett’s has bought the stock while others are disposing of it</description>
<pubDate>Sun, 29 Apr 2012 15:52:46 GMT</pubDate>
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<title>Return on capital won’t solve pay battles</title>
<link>http://www.ft.com/cms/s/0/ed041738-8ae2-11e1-b855-00144feab49a.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>While investors are right to object to the performance measures in use today, finding new ones is harder than it looks</description>
<pubDate>Sun, 22 Apr 2012 16:24:01 GMT</pubDate>
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<title>The ill-defined benefit of saving for retirement</title>
<link>http://www.ft.com/cms/s/0/b2e71d54-856d-11e1-a394-00144feab49a.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>The pensions crisis has acquired a new stridency but the slump has merely brought forward problems which were there all along.</description>
<pubDate>Sun, 15 Apr 2012 17:14:43 GMT</pubDate>
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<title>Whoever pays research piper calls the tune</title>
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<description>The form that equity research takes will always reflect its funding, and vice versa. If we are unsure of one, we cannot be sure of the other</description>
<pubDate>Sun, 08 Apr 2012 20:22:42 GMT</pubDate>
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<title>Investment banks wrestle with evolutionary squeeze</title>
<link>http://www.ft.com/cms/s/0/5abcbf3c-7a5d-11e1-9c77-00144feab49a.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>It is clear by now that the main pressures on the industry are secular rather than cyclical in character</description>
<pubDate>Sun, 01 Apr 2012 17:54:15 GMT</pubDate>
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<title>Skye bridge haunts UK infrastructure dreams</title>
<link>http://www.ft.com/cms/s/0/9d31637c-74f9-11e1-a98b-00144feab49a.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>The government continues to work on getting financial institutions to contribute to infrastructure spending</description>
<pubDate>Sun, 25 Mar 2012 17:16:56 GMT</pubDate>
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<title>Financial repression fast becoming a reality</title>
<link>http://www.ft.com/cms/s/0/161d7bce-6f62-11e1-9c57-00144feab49a.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>The concept of financial repression has been on the edge of investors’ minds for a while. It ought to move to the centre, for it is becoming a reality</description>
<pubDate>Sun, 18 Mar 2012 17:34:11 GMT</pubDate>
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<title>Cash-hoarding companies seem unable to splash out</title>
<link>http://www.ft.com/cms/s/0/584de60a-6a03-11e1-a26e-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>One way or another, these reserves will come under threat and companies faced with continuing insecurity without means to combat it</description>
<pubDate>Sun, 11 Mar 2012 19:54:57 GMT</pubDate>
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<title>Greek germ of an important idea</title>
<link>http://www.ft.com/cms/s/0/1d2845ea-6466-11e1-b50e-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>An unusual detail of Greece’s refinancing is bond-holders get GDP-linked warrants, providing a bonus if the economy beats expectations</description>
<pubDate>Sun, 04 Mar 2012 15:17:31 GMT</pubDate>
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<title>We need new thinking to bring home the UK bacon</title>
<link>http://www.ft.com/cms/s/0/6bda27f6-5f0e-11e1-a04d-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>For England or US to flourish, their economies can no longer be left by governments to flourish – not after what happened with their banks</description>
<pubDate>Sun, 26 Feb 2012 15:12:20 GMT</pubDate>
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<title>Reality muddies the property picture</title>
<link>http://www.ft.com/cms/s/0/17d153d4-5976-11e1-abf1-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>Price of any asset reflects a bundle of risks. The components of the bundle vary over time, as does the influence of each on the result</description>
<pubDate>Sun, 19 Feb 2012 14:04:22 GMT</pubDate>
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<title>The inflation versus deflation riddle</title>
<link>http://www.ft.com/cms/s/0/b061c6fc-5579-11e1-9d95-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>While the markets may be slightly less jumpy at the moment, one great uncertainty remains: whether we face inflation or deflation</description>
<pubDate>Sun, 12 Feb 2012 17:25:31 GMT</pubDate>
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<title>Pensions seen as passive pots of gold</title>
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<description>The premise that pension assets are locked up and lying idle has a long pedigree within UK governments</description>
<pubDate>Sun, 05 Feb 2012 17:56:06 GMT</pubDate>
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<title>Pubs’ poor prospects are turning the corner</title>
<link>http://www.ft.com/cms/s/0/8bbc4d68-48f4-11e1-974a-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>Price gaps and industry structure have had a baleful effect but there are indications smaller and more agile operators are winning through</description>
<pubDate>Sun, 29 Jan 2012 23:13:49 GMT</pubDate>
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<title>The flaws of private equity are not irreparable</title>
<link>http://www.ft.com/cms/s/0/2e6a96ca-44e3-11e1-a719-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>In more settled times, buy-out companies can play a useful role as a corporate scavenger/recycler</description>
<pubDate>Sun, 22 Jan 2012 15:56:05 GMT</pubDate>
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<title>Gilts attract foreign investors</title>
<link>http://www.ft.com/cms/s/0/198cb1f0-3e19-11e1-ac9b-00144feabdc0.html?ftcamp=published_links%2Frss%2Fcompanies_tony-jackson%2Ffeed%2F%2Fproduct</link>
<description>The main case for their safety is that the UK is the only big country with a clear plan on both fiscal and monetary policy</description>
<pubDate>Sun, 15 Jan 2012 15:31:04 GMT</pubDate>
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