Why is restaurant distress back on the menu?

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. This week’s blog focuses on restaurants, a sector that’s … More Why is restaurant distress back on the menu?

Season of contrasts

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. But, there are also many positives, including improving earnings and Eurozone story. This week we highlight some of the themes we think exemplify this contradictory outlook – and think about … More Season of contrasts

Will volatility return this summer?

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?