Season 2 of Mergerspresso is live! After a summer of Swiftonomics, sport and political change, is the UK benefitting from a stability dividend?
Mergerspresso is AG's soundbite on all things corporate finance. Having acted on almost a third of public bids in 2023, listen in for our insights.
As the leaves start to turn, is the UK seeing a "stability dividend"?
Welcome back! It's season 2 of Mergerspresso, AG's soundbite on all things corporate finance. I'm Lucy Robson.
Well, it's been quite a summer: Swiftonomics, Olympics and political shake ups.
As Taylor's Eras Tour dominated, July delivered a UK Labour Government with a similarly commanding majority.
Contrast France, where snap elections led to a hung parliament and weeks of uncertainty over the PM. With coalitions in both France and Germany, the UK suddenly seems a safer bet.
Meantime, in the US, momentum has swung from Donald Trump to Kamala Harris. But with three weeks of campaigning to go, we're far from the endzone.
On the other side of the finish line in the UK, Government is now looking to the future. Emphasis is on the need for strong fundamentals and fiscal responsibility. All eyes are on the 30 October Budget. And the biggest surprise so far?... Surprisingly few leaks.
Six months ago, things looked very different for the UK. The narrative has changed fast; the question is, can we turn that to the markets' advantage?
Get in touch if you'd like to chat more and join us next time for the shakeup to the UK's Listing Rules.
