It doesn’t seem like five minutes ago that we were talking about a synchronised global recovery. Today my inbox is full of articles asking if this is ‘As good as it gets’. Have things really turned south that quickly and what is driving this change of heart? This week we’ll take the temperature of the … More Are we losing momentum?
In this week’s blog, I’ll set out how and why I think US tax reform has the potential to change UK deal making from start to finish – and why we need to see these reforms in a broader context. … More What’s the deal with US Tax Reform?
Plus ça change, plus c’est la même chose – the more things change, the more they stay the same! This has pretty much been the theme of the blog for the past few years. You only needed to look at volatility indices – and the growth in their derivatives– to appreciate the extent of this stasis. … More 2018 is shaping up to be (subtly) different
Stocks go down; stocks go up – but not usually by so much in a short space of time. In this week’s blog, we’ll look at why markets have been on such a wild ride and – crucially – what this might signal for the rest of 2018. … More Reality Bites
A strong 2017 bodes well for M&A activity in 2018, but deals will depend on more than the numbers … More More than just the numbers
I’ve picked my five biggest themes of 2017 with some thoughts on what comes next. Spoilers – it might not be more of the same. … More What happened in 2017?
High-yield bond indices are on track for their worst month since January 2016 How worried should we be? … More Risky business?
In the last few weeks, EY surveys and reports have taken the temperature of the UK’s capital confidence, earnings forecasts and the economy. In this week’s blog, we’re pulling this together and picking out five essential takeaways. UK companies face an extraordinary range of challenges; but they are also taking extraordinary measures, doing more than … More Five takeaways….
I have a strong feeling that we’ve been here before. Major central banks making tightening noises with nothing to little happening has been a recurring theme since we started this blog. So what could be different this time? … More The interest rate conundrum
Private equity firms are on track to raise record funds. Big deals are on the cards and debt markets are open to fund them. … More Private equity: comeback or comedown?