Q2…something new?

On paper there’s some testing events coming up, from the French election to some potentially pivotal monetary policy meetings and on-going debates around BREXIT and US policy. Geopolitical tensions are also heightened. But, we’ve been through difficult quarters before without there being much discernible change on the ground in terms of investor sentiment and corporate attitudes … More Q2…something new?

Profit warnings: who’s swimming against the tide?

Profit warnings are a measure of performance against expectation. So, given the overall upside surprise in 2016, it’s not surprising that the annual figure was the lowest for three years. But our data also tells a story of a growing gap between winners and losers. What’s creating such a great divergence, will it last and … More Profit warnings: who’s swimming against the tide?

And to come in 2017?

Making predictions is always daunting – this year more than most. Nevertheless, we’re going to look beyond current uncertainties to identify trends that will influence the Capital Agenda in 2017. One easy prediction: it won’t be quiet. Beyond that, almost anything seems possible.  Last year’s overturning of decades of consensus was truly extraordinary; but, we … More And to come in 2017?

Whatever next?

Anyone else with déjà vu? We’re clearly in the midst of seismic shifts in the political landscape that may be more fully realised next year after a run of major European elections.  So, do we need to rethink…well…everything? What does it mean for the ability of companies to raise, preserve, optimise and invest capital if … More Whatever next?