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UK

Brexit Limbo Strikes Again (Politico)

October 23, 2019 | File Under: , , , ,

“For the first time in more than three years since the U.K. voted to leave the European Union, a majority of British MPs accepted an exit plan.” – by Emilio Casalicchio and David Herszenhorn

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UK’s bank challengers are fading in fight with big four (FT)

October 1, 2019 | File Under: , , ,

“The new entrants were supposed to revitalise the UK’s banking market — instead they are looking sick.” – by Nicholas Megaw

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How Ireland lost patience with Brexiting Brits (Politico)

September 10, 2019 | File Under: , , ,

“While Westminster has been distracted by Johnson’s charge toward an election, the profound implications of the London-Dublin fault-line — particularly for Northern Ireland — are slowly beginning to surface.” – by  Naomi O’Leary

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MW is Short Burford Capital Ltd (Muddy Waters Research)

August 12, 2019 | File Under: , , ,

“We are short BUR.  For years, it was the ultimate “trust me” stock.  Thanks to a light disclosure regime, the esoteric nature of its business, and unethical behavior by its largest shareholder, Invesco, it turned Enron-esque mark-to-model accounting into the biggest stock promotion on the AIM.” – Muddy Waters Research

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European Alternatives Industry Hits €1.62 Trillion in Assets (CIO)

July 30, 2019 | File Under: , , , , ,

“Despite the European macroeconomic picture being “muted” for the past two years, last year saw record activity in most alternative asset classes.  European alternative asset fund managers held €1.62 trillion ($1.82 trillion) in assets as of June 2018, up €300 billion in three years” – by Michael Katz

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Boris Johnson wins race to be Tory leader and PM (BBC News)

July 23, 2019 | File Under: , , ,

“Boris Johnson has been elected new Conservative leader in a ballot of party members and will become the next UK prime minister.” – by Laura Kuenssberg

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Why British Steel is hoping to avoid scrapheap (FT)

May 23, 2019 | File Under: , , ,

“Plant set to keep trading but outlook is clouded by deep-rooted problems.”- by Michael Pooler, Andy Bounds and Chris Tighe

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Arcadia restructuring: who holds the power? (Drapers)

May 9, 2019 | File Under: , , , ,

“The group, owned by fashion retail mogul Sir Philip Green, was expected to announce plans for a CVA last week. However, proceedings have slowed as Arcadia continues to lobby for the requisite approval from 75% of creditors.” – by Grace Whelan

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Theresa May loses control of Brexit policy (The Independent)

March 13, 2019 | File Under: , ,

“Theresa May has finally lost control of Brexit after her deal was once again defeated in parliament by a huge margin on a catastrophic night for her plans.” – by Joe Watts

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

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