Registered Area | Background | Paris Contact Us | Background | Frankfurt Careers | Background | London Careers | Background | Rome Investment Approach | Background | Amsterdam Investment Approach | Background | Amsterdam

News | Blog

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 […]

Read More

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 all part of the history books now.  Europe, where we focus […]

Read More

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 […]

Read More

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 […]

Read More
MORE BLOG ENTRIES

News | Best Reads

Thomas Cook CDS: When Does a Corporate Debt Reorganization Amount to a Bankruptcy Credit Event? (JD Supra)

December 12, 2019 | Category: Best Reads

Thomas Cook Group Plc’s (Thomas Cook) recent attempt at a restructuring and its ultimate downfall received numerous headlines. – by Kramer Levin LLP

Christine Lagarde prepares sweeping review of ECB’s strategy (FT)

December 9, 2019 | Category: Best Reads| Tags: , ,

” Process will put her stamp on the central bank and seek to resolve recent divisions.” – by Martin Arnold

Congress, Nord Stream II, and Ukraine (The Brookings Institute)

November 25, 2019 | Category: Best Reads| Tags: , , , ,

“It will prove difficult for Congress to make Europe cut its dependence on Russian gas.” – by Steven Pifer

Unstoppable Nord Stream-2 (New Europe)

November 11, 2019 | Category: Best Reads| Tags: , , , ,

“The Nord Stream-2 pipeline, which late last month obtained a permit to construct its planned pipeline system in the Danish Exclusive Economic Zone (EEZ) southeast of Bornholm, is now ready to complete the final stretch of the Gazprom-led project that will transport Russian gas from Russia to Germany, despite efforts from the United States and […]

Spain’s Socialists win election, but deadlock continues (Politico)

November 11, 2019 | Category: Best Reads

“Another election — Spain’s fourth in as many years — and another inconclusive outcome.”  – by Diego Torres

MORE BEST READS