Sense and sensibility

Market sensibility means we have to take a deeper dive into the underlying data to get a clearer understanding of what’s going on. We find that corporate sense is keeping M&A in fashion, debt markets are beginning to show the strain in places and it’s all about windows…..

Previewing 2016: There may be trouble ahead…

..but while there’s liquidity, spare cash and romance let’s face the market and transact! The prevailing corporate attitude in 2015 was to fight disruptive forces, low growth and uncertainty by transforming the portfolio and building resilience.  Our base case for 2016 is that companies will face similar challenges, turned up a notch. There’s an air … More Previewing 2016: There may be trouble ahead…

The Fed awakens!

Takeaways: An end to uncertainty, an effective vote of confidence and the repetitive use of the word ‘gradual’ by the FOMC inspired a brief rally in most equity and bond markets – even in some more vulnerable areas. So, is there really nothing to see here after their 0.25% increase in interest rates? Not quite. The … More The Fed awakens!