Hints and tips:
...Et cetera, ad nauseam. The numbers seem to back up the thesis....
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...We see six major policy catalysts in Europe that could accelerate value creation in the sector: (i) the Green Deal; (ii) the EU stimulus plan; (iii) the 2030 carbon target; (iv) ETS reform (carbon scheme...
...There’s not much precedent to support the idea that Shina et al can walk away based on a MAC clause: WPP was forced against its will to buy Tempus in 2001, Guy Hands couldn’t scrap a bid for East Surrey...
...Here’s Credit Suisse to give some colour: The worse than expected result reflects I) slower than expected improvement in US depletions (+4% last 3m v +0.4% previous quarter) II) bigger route to market disruption...
...repayment holidays to certain afflicted companies; (iv) assist in the payment of sickness benefits; and (v) protect supply-chain financing in response to the coronavirus....
...The frantic effort by Goldman et al to quell public outrage over their industry’s compensation practices has successfully brought the top three: Blankfein, Citi’s Vikram Pandit and JPMorgan’s Jamie Dimon...
...That’s more dilution discounts in shares for the hard-pressed taxpayers who saved RBS et al. The markets must be utterly bemused quaking in their boots at being opened up....
...al at a national level....
...What will this mean for Inbev advisers Lazard, JPMorgan, et al. – whose final fees have yet to be announced? Freeman predicted Lazard & co. would earn between $75m and $85m....
...THE ENCYCLOPEDIA OF GUILTY PLEASURES edited by Michael Moran et al John Murray ₤12.99, 352 pages Classic toilet material: its half-page alphabetical entries are eclectic, opinionated tilts at icons and...
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