Private Equity: a victim of its own success?
Looking back: our reflections on the financial year 2016-2017 in the mid-market private equity market. “The continued fall out of the financial crisis combined with a year of political uncertainty across some of the biggest markets in the developed world have altered the characteristics of M&A activity. The political change we have seen worldwide over […]
Update: Is Britain still good for business now that Article 50 has been triggered?
As our November analysis showed, the low value of the pound post Brexit resulted in a 500% increase in inbound searches for flights and hotels. This finding was in line with ForwardKey’s tourism market analysis report, which showed an immediate increase in international net bookings for arrival in the UK. According to Google Trend data, […]
Brexit economic uncertainty or seasonality? Why the restaurant sector is seeing a decline
Why is the restaurant sector seeing a decline? Economic uncertainty following Brexit and Trump has reduced the disposable incomes of many, increasing the preference of “dining in” as opposed to “dining out”. Restaurants: like-for-like sales -0.6% Pubs: like-for-like sales -1.2% YOY sales: -1.0% Intent to go out: -2.93% Political impact on decision to go out: […]
US election response matters
Many investors and fund managers had hoped that the surprise Brexit result was a one off. It couldn’t possibly happen again, could it? The underdog pulling on the emotive strings of the populist vote above reason, logic and to some extent humanity. And that’s before we get to the details of international trade relations, internal […]
