What’s next? Seven questions, six charts and two illuminating deals.

Takeaway: Of course Greece isn’t out of the woods. We remain convinced that the only sustainable way forward is through debt reconstruction. It’s not off the table, but it’s not on it either. So, whilst this debate remains parked on a hostess trolley in Brussels, we’re going to ask a few questions to help take … More What’s next? Seven questions, six charts and two illuminating deals.

Into the unknown

Takeaways: With an unexpectedly strong victory for the ‘No’ campaign in the Greek referendum we are sailing ever deeper into uncharted waters – and that brings a level of uncertainty that could rein-in the confidence shown by companies and investors alike in the first half of the year.

Disciplined M&A, unruly markets and emerging problems

Takeways: In some areas of the market it might feel a bit, well 2006-7. The rise in M&A ‘mega deals’, for instance, which could drive overall deal values to record highs in 2015. However, this M&A cycle differs in one vital respect: financial discipline. It’s a somewhat notable trait given the highly tempting yields on … More Disciplined M&A, unruly markets and emerging problems

Tin hat or sun hat? A return to volatility this summer?

Summer could bring greater volatility than we’ve seen of late, certainly in energy prices and possibly across other markets making it tougher to get equity and debt away. Beyond the short-term crises is the much bigger problem of the slow grind of the Eurozone recovery, still hampered by its still heavy debt burden – time for … More Tin hat or sun hat? A return to volatility this summer?

“The biggest crisis in Europe in the 21st Century”

Only one place to start. The situation in Ukraine is evolving fast, with market risks taking shape. Whether the IMF/EU can find the money to keep Ukraine afloat is a moot point, given the threat of conflict. However, Ukraine’s troubles aren’t over even if loans and peace materialize. The Eurozone crisis has made us all … More “The biggest crisis in Europe in the 21st Century”