Hints and tips:
...) Confirm Solutions, founded by Dr....
...Jackson....
...Refining capacity is to shrink c.30% by 2030, from c.1.7mbd to 1.5mbd by 2025 then to 1.2mbd by 2030....
...France L&S and Italy will not pay dividends this year, and XL Bermuda is unlikely to. The slack is only partly taken up by France P&C which is over distributing....
...Security has been deemed by most governments to be a key role and therefore activity is likely to have continued....
...Ability to access growth themes (ESG, Solutions, private markets, EM/China) while delivering on efficiencies is key to 2Q20 and beyond: 2Q Flow resilience evidences demand for solutions and passive, momentum...
...V-shaped recovery in professional information transactions We also argue that consensus is too bearish on the recovery trajectory of key non subscription based/transactional revenue streams, especially...
...The energy transition strategy update in March is key to becoming more positive on the stock, absent a V-shaped recovery for their O&G customers. Glaring value?...
...It gets straight to the point: We now assume an L-shaped RevPAR recovery (previously V-shaped), based on Jefdata consumer surveys, corporate guidance and industry forecasts. .....
...Yes it does, in theory, though it probably doesn’t in practice because paying divis with debt went out of fashion soon after 2016....
...Increased focus on the home, reversing some L-T adverse trends....
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...The division is margin dilutive to the Group at a c.13% operating margin (Group c.18-19%)....
...Containment of the number of new cases has been impressive in mainland China, and we now expect a V-shaped recovery from the second quarter onwards there....
...(c) become a closed end fund, or (d) become an ETF....
...Further reading Politics v policies The election has shaken up the Brexit conversation in the UK....
...“It’s a lot tougher than it was back in 2007,” says David Hollingworth, director at broker L&C Mortgages. “My view is that there’s a place in the interest-only market for the right clients.”...
...(Private Equity International) K&L Gates’ Chicago office has hired David D Dueno as a partner in the private equity practice. He joins from private equity firm Quantum Global Group....
...Sarin and Summers imply one solution would be restoring some of the pre-crisis revenue streams while easing off the fines for wrongdoing....
...Nigel Wilson, L&G It is critical that we maintain the principle of a unitary board and the accountability of all board members....
...Syed Raza Managing director, global banking and credit solutions group, Barclays 88. Trisch L Smith Executive vice-president and managing director of diversity and inclusion, Edelman 89....
...The biggest as of the end of last year was Jackson National Life, an arm of the UK-listed Prudential, which has been taking market share....
...In addition to Miyake’s own definitive private archive in Tokyo, his work is in the permanent collections of the V&A in London, MoMa in New York and key museums worldwide....
...As president of V+ Development Solutions, Mr Boling heads a new corporate division charged with achieving balance between the economic, environmental and social impacts of the energy company’s activities...
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