This week’s Capital Agenda Blog comes from Alan Hudson, Head of UK Restructuring. UK quoted companies issued 89 profit warnings in the first quarter of 2019. This is the highest first quarter total since 2009. Indeed, our EY Profit Warning Stress Index has only been higher twice before – both times during the last recession. … More Has UK plc lost its earnings compass?
Most organisations inside the UK – and many outside – will rank Brexit as amongst their biggest immediate risks. Rightly so. But amidst this political maelstrom, it’s easy to forget that the biggest existential threat to your organisation might come from an emerging disruptive trend or a change in social attitudes. In this week’s blog … More What’s that coming over the hill?
This week’s blog comes from Jon Slatkin, an EY Partner specialising in Rapid Transformation and Peter Matthews,Head of Advanced Manufacturing and Mobility. The automotive sector is in the crosshairs of four of the biggest challenges facing businesses today. With such a potent mix of environmental, economic, trade and disruptive forces, it’s hard to say what … More Why is the automotive sector at a crossroads?
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 … More Season of contrasts
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
Disruption, disruption, disruption…. It’s a ubiquitous topic, but one that’s impossible to ignore. Companies are constantly being challenged by new entrants offering new products, new platforms, new experiences that could revolutionise their sector – or not. It’s a constant challenge trying to work out where to place bets in a rapidly changing world. One possible way … More Nothing ventured…
Takeaways: Well that was quite a quarter. A litany of ‘worst since’ for many global benchmarks, M&A records, a will-they-won’t-they Fed saga plus some spectacular share rollercoaster rides. We’re seeing rising confidence and investment in some areas, a maelstrom of concern in others. Perhaps the reason why we’re seeing such bifurcated views is because the … More Disruption, deflation and default