The gap between hard and soft data is one of the biggest stories in the market right now. What’s giving us the more accurate picture: surveys tracking activity or those polling sentiment? We’re going to explore the debate this week through a series of questions, asking what we mean by hard and soft data, the … More Mind the gap! Hard vs soft data
Obviously Brexit will have a profound impact on the shape of the UK economy and its relationship with the rest of the world. Given this fundamental shift taking place in the UK’s world view, it is understandable why this topic is dominating the capital agenda. But, this week, I also want to think about other … More Why Brexit isn’t always a deal breaker
One of the most significant challenges for business today is how and where to allocate capital to meet their digital ambitions. Companies are faced with a number of questions, the most pressing of which is whether to buy or build or seek another path – technological and behavioural change has changed the deal space too, … More Dealing in a digital world
Ostensibly it looks like we’ve returned to our desks picking up pretty much where we left off. Or have we? It was by no means as dramatic a summer as those of Eurozone crises and taper-tantrums past or even last year’s oil & China worries. But arguably the summer has been a pivotal period that has established the terms … More Eight things we learnt this summer
Sometimes you need time away to really see how much has changed. What’s really grabbing my attention now is the low growth, low inflation, low interest rate world in which we find ourselves. It’s partly a hangover from the global financial crisis; but it’s also a product of secular forces – i.e. it’s not going … More Through the looking glass: from low yields to old solutions
When was the last quiet summer? Perhaps it was the same year as the last hot one? The pace of events might slacken in August –but let’s not bet on it. Still, it feels like a good time to take stock. So much is up in the air, but we’re starting to get a better … More Five summer themes
UK profit warnings have hit their highest second quarter level since the financial crisis. Our analysis shows more companies warning – and more companies warning more than once. Why is this happening? More to the point, how can companies avoid profit warnings when the future is so becoming more unpredictable?