As shareholder activist interest in Europe grows, we increasingly need to factor their influence into the M&A landscape. This week we look at what’s influencing activist activity in Europe, how that activity is evolving and how companies should respond to activists and changing shareholder dynamics. If you can’t beat ‘em… should you join ‘em ?
This week’s Capital Agenda Blog comes from Alan Hudson, Head of UK Restructuring. EY’s latest Analysis of UK Profit Warnings for Q2 2017 shows profit warnings hitting their lowest quarterly level in seven years. In this week’s blog we cover the main themes in five charts and explore the link with the other headline of … More Profit warnings, ‘shrinkflation’ and zombies…
It’s hard to look at any UK data these days without filtering it through the lens of Brexit, even if we don’t know what it will look like yet. The start of negotiations between the UK and the rest of the EU is just the end of the beginning. But, life goes on for UK … More UK M&A: Dealing with Brexit
Hello, I’m Adrian Browne and very pleased to be taking over from Michel Driessen, both as UKI TAS Markets Leader and as chief editor of this blog. I want to start my blog career by posing a question that I think we’ll be coming back to many times. Markets are losing momentum, but how much can we … More How will we know if the cycle is turning?
This is my last blog as EY TAS Markets Leader before I hand the baton to Adrian Browne. It has been an eventful two years and I wanted to take time to look back, but also look as far forward as we can in such extraordinary times.
This time three years ago, we wrote a blog wondering if we’d seen an end to Eurozone-inspired summer volatility. This week, we’re wondering if what looks like an economic turning point and some surprise central bank moves will herald volatility’s return. Political uncertainty, contradictory data and central bank surprises might just be enough to break through this QE-assisted calm … More Will volatility return this summer?
Well, we said it could be a pivotal month! I confess that I didn’t have this exact scenario in mind, but it does seem to follow recent global trends of polarised politics and electorates looking for something new. This is still – as they say in 24 hour news circles – a ‘fluid situation’. But, today I … More Where do we go from here?