OECD Looks to Muzzle FAANG
Pushes for greater corporate taxation of MNC’s may generate more for local economies but will big companies just roll over and show their bellies? Source:https://www.ft.com/content/b16fd228-ea72-11e9-a240-3b065ef5fc55
Rising Tides
Carney outlines risks of global warming to big business Source:https://www.theguardian.com/environment/2019/oct/13/firms-ignoring-climate-crisis-bankrupt-mark-carney-bank-england-governor
Patient Zero?
Systemic Risk in the Fund Management World Source:https://www.ft.com/content/b51a209e-f646-46e3-b123-0b1924f887b6?segmentId=bcf1a7c7-d110-2a62-057d-20cc3ec69baf#myft:notification:push
Takes Two to Tango
Source : https://www.ft.com/content/e13f1336-f47e-11e9-a79c-bc9acae3b654
All You Can Eat
Fascinating to see such a large scale potential takeover action in a period of such great uncertainty Source : https://www.ft.com/content/00935372-f4e9-11e9-b018-3ef8794b17c6
Sun, Sea and Deniability
When an industry enters a sunset period, who or what is to blame? Source:https://www.theguardian.com/business/2019/oct/23/ex-thomas-cook-boss-denies-responsibility-tour-firm-collapse-manny-fontenla-novoa
The High Seas of Low Fees
Bold moves being made in European fee structures. In a race to the bottom is quality compromised? Source : https://www.ft.com/content/973980de-f4ef-11e9-b018-3ef8794b17c6
The Price of Fashion
Big moves being made in M&A despite ongoing market uncertainty Source:https://www.bloomberg.com/news/articles/2019-10-26/lvmh-is-said-to-explore-takeover-of-tiffany-in-u-s-luxury-push
The Grapes of Wrath
Insight into how an unconventional investment strategy can turn sour Source : https://www.ft.com/content/91c8cb05-5c1e-4381-ae36-22a64a5cebf1
Heavy Lies The Crown
Does over-dependence on lone figures and massive asset holdings act as a canary in the coalmine for the industry or is it simply the prerogative of good business? Read more…