Our Work

EU/Eurozone

Work undertaken in the last 12 months:

  • Assessment of EU impacts of proposed US Section 301 measures targeting China for UK and EU clients 
  • Political risk assessment of the Italian election outcome for a major investment fund
  • Assessment of the evolution of international carbon disclosure frameworks for a large EU fund manager 
  • Commissioned public analysis of ‘rules of origin’ requirements in a future UK-EU trade agreement for the food and drink sector
  • Identification of potential reforms to the EU-Turkey customs union for a large automotive manufacturer
  • Strategic planning support on the EU and international tax agenda for a multinational telecoms provider

German industrial strategy: big firms for big challenges?

3 May 2019

Germany’s economy minister, Peter Altmaier, has presented a draft “national industrial strategy 2030” that seeks to formulate a response to fiercer international competition. It is the first time that a German government has sought to define a national and European industrial strategy. Altmaier...

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Asia

Work undertaken in the last 12 months:

  • Support for a clean technology start up in establishing its first plant in Southeast Asia
  • Political analysis of trends in alcohol regulation in Indonesia, Thailand and the Philippines for a multinational FMCG
  • Overseeing international stakeholder engagement for a major producer of forest commodities in Indonesia
  • Due diligence on potential investment partners in the Chinese retail and media and technology sectors
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Russia & CIS

Work undertaken in the last 12 months:

  • Risk assessment of policy and regulatory changes in Russia and CIS for a number of Western technology companies
  • Assessment of political progress in judicial reforms and anti-corruption efforts in Central and Eastern Europe for EU and US clients

Crimea: lost but not found

Date: 
25 Mar 2019

Last week marked the fifth anniversary of the Russian annexation of Crimea from Ukraine (referred to as “accession” in Russia itself). President Putin descended on to Crimean soil to mark the date by opening new power stations while Moscow staged a three-day street festival to remember the Crimean “homecoming”.

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Africa

Work undertaken in the last 12 months:

  • Overview of political and regulatory risk for foreign direct investment in Tunisia’s energy sector  
  • Regulatory risk map development for a major multinational financial services provider in 6 SSA markets
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UK

Work undertaken in the last 12 months:

  • Buy-side political due diligence on large UK social care provider 
  • White paper on impact of digitisation on UK retail banking for a UK fintech provider
  • Brexit mitigation planning for global FMCG with UK operations
  • Business rates strategy for co-working office space provider
  • Regulatory & stakeholder advice for large inbound financial services acquisition
  • Assessment of the implications of a change of government in the UK for a major global fund manager
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ASEAN

Work undertaken in the last 12 months:

  • ASEAN insurance markets integration and regulation.
  • Prospects for Indonesian telecoms sectors.
  • Impact of IMDB crisis in Malaysia.
  • Impact of EUTR activation on Indonesian timber industry.
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Americas

Work undertaken in the last 12 months:

  • Political and regulatory due diligence for a foreign direct investment in Bolivia’s energy sector 
  • Regulatory due diligence for a private equity investment in the US adult education sector 
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Multilateral

Work undertaken in the last 12 months:

  • Sectoral impacts of TPP and EU-Japan FTAs.
  • COP21 outcomes and implications.
  • Implications of Iranian P5+1 agreement.
  • Evolution of international carbon disclosure frameworks.

Is inflation targeting dead?

Author: 
Date: 
3 May 2019

The consensus underpinning monetary policy in advanced economies over the past 30 years is weakening, with challenges from both the left and the right, and from within the central banking community. The implications are potentially far-reaching, including for institutional arrangements and the independence of central banks. Some central banks are more vulnerable to pressure for change than others, for good and bad. There is a lot at stake for long-term investors. 

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