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
New data that showed the US economy added 288,000 jobs in June, substantially higher than the 215,000 consensus economists had predicted, helped push the Dow Jones Industrial Average above 17,000 for the first time.
Perry Como could have been warbling these lines since October on my high street; but forget tinsel, nowadays it’s not really Christmas until the discount signs are up in shop windows. This year, retailers changed the dynamics of their annual game of ‘chicken’ with consumers by embracing the US concept of ‘Black Friday’. This appeared … More It’s beginning to look a lot like Christmas…