If we take one message from recent trading statements, it’s that UK consumers are feeling the strain. Of the fourteen profit warnings we’ve recorded in the last ten days, nine are from consumer-related sectors and four are from companies in the FTSE Travel & Leisure sector. … More Why is restaurant distress back on the menu?
As we move into autumn I’m struck by growing contrasts. Heightened geopolitical tensions are hard to miss and financial risks are moving back in the spotlight … More Season of contrasts
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 we look at the latest M&A data to try and get a read on how UK companies are responding to Brexit. … More UK M&A: Dealing with Brexit
Markets are losing momentum, but how much can we read into this? … More How will we know if the cycle is turning?