How can companies meet the challenge of supply chain disruption? This week’s blog comes from Mats Persson, Head of EY’s International Trade, Economics and Policy Unit Geopolitical uncertainty, new tariffs and even the threat of war in the Middle East dominate the headlines. As we’ve discussed previously, EY’s latest Capital Confidence Barometer Survey (CCB20), shows … More How can companies meet the challenge of supply chain disruption?
Understanding and navigating risks and identifying and exploiting opportunities are the core capabilities of any competent investor or company executive. Yet, we currently see both groups struggling, being hypnotised by over-blown potential risks and paralysed in the face of potential growth opportunities.
As several recent surveys, including our own Capital Confidence Barometer, have shown, there is a heightened perception of risk for both the investing community and those executives charged with running our largest companies. This risk is comprised of many different strands: geopolitical, financial, regulatory, and even medical. It is important that we can recognise and … More Relearning about risk
According to EY’s 11th bi-annual Global Capital Confidence Barometer (CCB), 40% of companies anticipate pursuing acquisitions in the next 12 months – the highest number for three years. More robust market conditions and expanding deal pipelines should see global M&A return to 2006 pre-crisis volume and value levels after a five-year deal slump. While 2014 … More Dealmaking set to rebound as middle-market looks set to drive M&A
There are many questions to ponder this week. From the strength of the US recovery to why markets seem only periodically concerned with geopolitical turmoil – is everything a buying opportunity these days? Are junk bonds our canary? Is Banco Espirito Santo the last European bank casualty or a taste of things to come? US … More Questions, Questions…
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?
So the World Cup has finally kicked off in Brazil, with the opening games already seeing some controversy and upsets. The hosts won their first match 3-1 against Croatia, helped in no small way by a rather dubious penalty. The Dutch shocked everyone by annihilating the holders Spain 5-1 (could have been eight or nine), … More Lies, damn lies, statistics and expectations