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?
We’re taking stock four weeks on from the result of the EU Referendum. A great deal of water has passed under some political bridges; but in terms of BREXIT practicalities we’re not much the wiser and won’t be for some time. The eye of the storm is focused on those most exposed to the greatest … More 28 days later…
On Monday we got together with leading Corporate Development Officers (CDOs) to discuss their changing role in disrupted markets. In many ways, the challenges they face are familiar ones. CDOs have always contended with disrupted business models and decisions about where to position their company in the supply chain. What’s changed is the pace of … More CDOs talk disruption & deal making
What does the latest clutch of European earnings reports tell us? Revenues are under pressure and, whilst earnings are beating expectations, the bar was set very low. European companies still have a ways to go on improving their profitability and there’s certainly potential for all-round improvement. But in this low-growth, disrupted and polarized age, any … More The winner takes it all…