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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 […]

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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

Banking after Brexit (Bruegel)

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

“Will Brexit damage Britain’s financial services industry? Or is talk of its diminished status just a storm in a teacup? The City of London could move closer to Wall Street or it might become ‘Singapore-on-Thames’.” –  Nicholas Barrett talks to Rebecca Christie

Largest US banks double profits in past decade (FT)

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

“The past decade has been kind to America’s biggest banks.” – Rob Armstrong and Laura Noonan

Private Equity Funds Raise Nearly $600 Billion in 2019 (Chief Investment Officer)

January 16, 2020 | Category: Best Reads| Tags: , , ,

“Private equity funds that closed in 2019 raised almost $595 billion, the fourth straight year it surpassed half a trillion dollars, and the third-highest total on record, according to Preqin.” – by Michael Katz

Spain’s new government could play an outsized European role (NewStatesman)

January 15, 2020 | Category: Best Reads| Tags: , , , , , , ,

“If it overcomes domestic instability, the Socialist-Podemos coalition can reshape the EU.” – by Jeremy Cliffe

Italian politics: Matteo Salvini’s comeback bid (Financial Times)

“Victory in the leftwing region of Emilia-Romagna, could propel the League leader to prime minister.” – by Miles Johnson

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