Quagmire the central case. The situation in Ukraine remains very fluid. Our central case assumes a protracted crisis, keeping the country in a state of instability and energy prices at an elevated level. Alternative scenarios cover a very wide spectrum that cannot all be scenarized. By and large, the optimistic… Read More »
Mergermarket, the leading provider of M&A data and intelligence, has found that Italian M&A has seen an uptick in activity in Q3, marking the strongest quarter by value since 4Q18. A total of 146 deals were recorded in Q3 worth EUR 11.6bn, pushing YTD figures to EUR 24bn and 423… Read More »
AI, Big Data, Blockchain and FinTech are all key terms for anyone who wishes to survive in our industry in its current state of turbulence, which has been dubbed “the fourth industrial revolution.” Switzerland, a small country nestled at the heart of Europe and undisputed champion of innovation, has found… Read More »
As the UK government looks pulls the trigger on Article 50, John Taylor, Manager of the Diversified Yield Plus Portfolio at AllianceBernstein, says investors should be more concerned about the possibility of exit plans on the other side of the Channel. The Brexit trigger has been so well signposted that… Read More »
Preliminary GDP data for the first quarter of 2017 shows no slowdown in activity despite a rise in inflation. The eurozone economy enjoyed a strong start to 2017, with GDP expanding by 0.5% quarteronquarter, matching the previous quarter and consensus estimates. Although this is just a preliminary reading with few… Read More »
Investors underlined April 23 and May 7 in their 2017 diaries several months ago. Although the first round of France’s presidential elections matched recent opinion polls, markets heaved a huge sigh of relief, a reaction that suggests investors should focus on Europe’s risk assets. THINGS NORMALLY GO IN THREESAfter two… Read More »
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