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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

Italy bank showdown looms in test for European consolidation (Reuters)

July 1, 2020 | Category: Best Reads| Tags: , , ,

“As many bankers fled Italy’s financial capital for second homes in the mountains or lakes at the start of a coronavirus lockdown in March, Victor Massiah rushed instead to rent a house within walking distance of UBI Banca’s Milan offices.” – by Andrea Mandala, Valentina Za and Pamela Barbaglia

ECB redoubles campaign for banking mergers (The Irish Times)

July 1, 2020 | Category: Best Reads| Tags: , , ,

“The European Central Bank (ECB) has redoubled its efforts to encourage mergers and acquisitions in the euro zone banking sector by seeking to tackle market myths and launching a public consultation on its approach to consolidation.” – by Joe Brennan ECB Public Consultation Announcement here.

Ireland’s Martin to Lead Historic Government Coalition (VoA)

June 29, 2020 | Category: Best Reads| Tags: ,

” Centrist politician Micheál Martin became Ireland’s new prime minister Saturday, fusing two longtime rival parties into a coalition four months after an election that upended the status quo.” – by Associated Press

Inside Wirecard (FT)

June 28, 2020 | Category: Best Reads| Tags: , , ,

Extensive series detailing Wirecard’s path to insolvency.

Germany Weighs Measures Against U.S. Over Nord Stream Threat (Bloomberg)

June 28, 2020 | Category: Best Reads| Tags: , , , , , ,

“Germany is preparing to strike back against the U.S. if President Donald Trump follows through on his threat to kill off the Nord Stream 2 gas pipeline with additional sanctions.” – by Patrick Donahue and Brian Parkin

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