Millennial and Gen Z Survey 2021

We’ve had plenty of research and surveys of Millennials and now more understanding of Gen Z’s can help us understand the changing socio-economic environment. According to a Deloitte survey of over 8,000 Gen Zs, they seem to be the most vocal generation, likely to speak out against things like racism or sexism. Also like investors […]

Private Equity a Sellers Market

Private equity firms are paying an average premium of 45% for European companies in 2021, the highest since the data company Refinitiv started keeping records in 1980. In the US, the premiums hit 42% this year, the highest since 1999. UK-listed companies were taken private at an average premium of 47% this year. Source: Financial […]

Tech Spending in 2022 Forecast

An increased focus on investing in business outcomes as opposed to buying finished products underlies Gartner’s expectations for sustained growth in IT services — 9.8% in 2021, with a CAGR of 8.68% over the 2020-2025 period (second only to software at 11.9%). Also noticeable in Gartner’s forecast is a sharp near-$100 billion rise in spending […]

Pound Sterling on a Tear

The economic gloom is lifting so fast in the U.K. that even the skeptics are warming to the Pound Sterling which is up more than 4% from its January low. Thanks to one of the world’s fastest vaccine-rollout programs, the pound is winning fresh backing as the faster-than-expected recovery fuels speculation that the Bank of England is […]

Consumer Spending on the Rebound

Consumer spending as a whole is set to rebound strongly post Covid19. However, the recovery is likely to be uneven with high-income households with members who could work remotely being in a better position to spend. Low-income households will likely not return to 2019 spending levels by 2024, especially US families that have lost jobs […]

Smartest Money Isn’t Buying (Yet)

As https://www.bing.com/search?q=warren+buffett&cvid=92f52ed28ecc437ba17b7df32c0e1bdf&aqs=edge.0.0l9.11732j0j1&pglt=2083&FORM=ANNTA1&PC=U531# takes centre stage this afternoon at 4 pm EST (9 pm BST) to host the Berkshire Hathaway Annual General Meeting, I’m looking forward to hearing his perspective on the coronavirus pandemic and implication for investors. Buffett has been surprisingly quiet over the past few months as the U.S. markets crashed and rebounded almost […]