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News | Blog

Investing in Europe in 2020 – The Year Ahead

An overview of some European key themes and political risks for 2020

2020 brings with it the 10th year of recovery since the global financial crisis. Equity markets continue to break records, ample credit is available, yet the bullish performance appears cosmetic at times and investing in Europe in 2020 is fraught with political risks.  The US deficit doubled from $385bn to $779bn last year, the UK […]

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Blood Moons, Animal Spirits and Hunting Knives

H2 2019 Europe Update

Investor trepidation towards Europe in today’s markets is understandable.  Regional macro data remain anemic.  Europe continues to produce weak data, Euro-Area economic sentiment saw its worst losing streak in a decade and low interest rates are set to continue throughout the medium term.  Meanwhile, the Fed has raised rates nine times since December 2015, taking […]

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Navigating Europe in 2019

Themes and Risks Investors in Europe to Consider in 2019

We are nearly 20 years into the new millennium and it is an unrecognizable place compared to when it started.  Lehman is gone, Bear Stearns – gone, Merrill Lynch – acquired, Citigroup is a fraction of its former self.  Blockbuster, Toys R Us, Woolworths are all part of the history books now.  Europe, where we […]

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Distressed Retail in the UK

July 10, 2018 | Category: Blog| Tags: , , ,
London | Oxford Street Shopping

If one ever needed tangible evidence of how much consumer habits have changed over the past decade, look no further than the UK high street. The litany of failures and restructurings continue unabated. In H1 2018 alone, the following establishments have issued announcements: Byron’s Burgers: Closing of 20 (or 30%) of its 67 premises while […]

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Welcome

July 10, 2018 | Category: Blog| Tags:
The Gorj Group | Logo Titleboard

Wanted:

[Able bodies] for hazardous journey.  Small wages, bitter cold, long months of complete darkness, constant danger, safe return doubtful.  Honour and recognition in case of success.

 

Allegedly from Sir Ernest Shackleton – TransArtic Explore     

The posts that follow are our insights as they relate to the current investment climate across Europe. The discussions are broad and cross-disciplinary in nature, but will hopefully be of interest for readers and investors allocating to Europe. As we partner with management teams and entrepreneurs to explore promising investment themes, we will use this […]

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News | Best Reads

March 2020 UK Monetary Policy Summary (Bank of England)

March 26, 2020 | Category: Best Reads| Tags: , , ,

“The Government has announced a series of substantial fiscal support measures to alleviate some of the severe cashflow problems facing businesses and households.  The Bank of England also has a role to play in supporting businesses and households through the economic disruption associated with Covid-19.”

ECB shakes off limits on new €750bn bond buying plan (FT)

“The details of the new programme support the declaration by Christine Lagarde, the ECB’s president, who said on Twitter after it was announced last week: ‘There are no limits to our commitment to the euro.’” – by Martin Arnold and Tommy Stubbington

ECB announces €750 billion Pandemic Emergency Purchase Programme (ECB)

March 20, 2020 | Category: Best Reads| Tags: , , , ,

“This new Pandemic Emergency Purchase Programme (PEPP) will have an overall envelope of €750 billion. Purchases will be conducted until the end of 2020 and will include all the asset categories eligible under the existing asset purchase programme (APP).” – ECB Governing Council

Bank of England Cuts Rate to 0.1%

March 19, 2020 | Category: Best Reads| Tags: , , ,

“The Monetary Policy Committee at a special meeting on 19 March voted to cut Bank rate to 0.1% and increase its holdings of UK government and corporate bonds by £200 billion.” – Bank of England

France injects billions into stimulus plan amid coronavirus chaos (Politico)

March 18, 2020 | Category: Best Reads| Tags: , ,

“PARIS – France is trying to avoid an economic catastrophe by injecting billions into its coronavirus-hit economy.” –  by Elisa Braun

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