Takeaways: With Greece on the edge, markets have maintained remarkable poise. Meanwhile, there’s a warning that UK interest rates might rise this summer. Another Maradona moment? Labour markets might be ‘fizzing’, but a rate rise this summer feels premature, with echoes of the ECB’s move in 2008.
Takeaways: Greece is taking this to the 11th hour, so we turn our attention to buying and lending. Global M&A is still going great guns despite the slowdown in Q1…or is that because of? Meanwhile, more data on shadow banking pushes it out into the light and further to the notice of regulators. But there’s … More Deals into the light; lending into the shadows
Takeaways: D-Day rapidly approaching for Greece as time is running out to agree a deal with its international creditors, secure the release of badly needed bailout funds and avoid defaulting on its obligations. Rumours are rife that the Syriza government is preparing to take the dramatic step of declaring a default. The country is rapidly … More Time running out for Greece
Takeaways: UK economy picks up steam with GDP, employment growth and government borrowing performing strongly Demand for credit from UK companies is on the up, with supply gaps being filled from the increasingly established alternative funders Outlook appears robust for debt capital supply, with the potential UK EU referendum a key risk on the horizon … More As we power ahead, what next for the UK borrowers?
Takeaways: Some of the trends for the year discussed last week are already apparent in events during the first weeks of 2015. Innovation is driving IP-centric M&A and divergent economic performances is showing where future stress points may appear.
Takeaways: Last year had its moments, but the last 12 months could look pedestrian compared to 2015. Of course change and even faster growth can bring challenge along with opportunity. Time to wheel out that old, but true, maxim that recovery can be the best, but also the worst of times for companies – and … More Buckle-up! Ten themes for 2015
Takeaway Monetary policies are polarising as fortunes diverge. Balancing the opportunities and risks will be easier for companies able to buy in areas of growth, access cheap debt markets in areas of stress and ride the currency waves. However, for those stuck on the wrong side of the currency equation or the growth and deflation … More Divergent – the opportunities and risks of diverging fortunes