Wrapping Up

Wrapping Up

Not long to go now until the old fella comes a sliding down the chimney. I’d know exactly how long if I’d got an advent calendar, but I didn’t bother because I heard that their days are numbered. For more Christmas crackers, read on ...

White (label) Christmas

Now, are you the sort of person who likes to put a top brand on the Christmas table? Increasingly, we’re not that bothered, according to a fascinating new EY article on the ins and outs of so-called white label or private label goods. Read more to find out how to maximise their value. But personally, I’m a bit of snob, so there’s only one brand of baked beans I’ll be serving the family on Christmas Day. Lucky old them eh?

Eating your fill

Some might think a video called Macro Bites?was about overfilling your plate with turkey and the full trimmings but, as I’d expect from my EY Parthenon colleagues?Gregory Daco and Jeremy Redenius,?it is much more insightful. In this short video, they expertly outline PE value creation strategies in an economy at a crossroads, majoring on the need for smart capital deployment.

Deck the tree

Shiny baubles of a different kind were on display at the recent Mergermarket European M&A Firm of the Year Awards. EY won not one but two top gongs, bringing home both the Due Diligence and Tax Advisor firm of the year honours. As EY’s Global PE leader Bridget Walsh shares in her recent post,?that is a tremendous achievement for the PE team who can look forward to 2025 with justifiable excitement.

Sleighing it

But perhaps the best present of the season so far is the new?State of private equity Q3 2024 report, which sees Santa’s M&A sack positively bulging. PE deals are up compared to the same quarter last year, TMT remains the leading deal sector in Europe and, perhaps the best news of all for those looking to realise value, exits are up significantly versus the same quarter last year.? The perfect stocking filler.

What’s occurring?

The annual EY Digital Home report?is always a gift to be treasured but, in an increasingly crowded and often confusing market it’s never been more valuable. Authors Cedric Foray and Adrian Baschnonga crunch the data and reveal their top tips. As for me, as long as I win the battle for the remote when the last ever episode of Gavin and Stacey?screens I will be happy. Tidy.

Green Christmas

Another eagerly awaited report has just hit the virtual bookshelves in the shape of the 2024 EY Global Climate Action Barometer. It finds that despite improved disclosures, companies must do more, and then outlines six ways to accelerate sustainability transition. I will be doing my bit by finding a new home for my neighbours’ recently acquired noisy wind chime at my local recycling centre.

Winter wonderland

European CEOs are bullish about the year ahead according to the latest CEO Imperative Series. Scrolling through this cracking report, I found that the UK’s leading role in M&A meant it beat China into second place behind the US. Also, our wealth of sought-after sectors including technology, life sciences and advanced manufacturing, could further boost the UK as an M&A destination in 2025.

Happy ChristmAIs?

After all the good news, and in a pretty shameless attempt to shoehorn in a reference to Dickens’ Christmas Carol, let’s spare a thought for the Tiny Tims?of this world. I refer to the poor writers and artists who risk having their lunch eaten by AI. Some positive news in the form of an EY insight into the creative art of marketing and the power of AI.?According to the article, the path to success remains very much human-centred. Hurrah!

And finally

I’d like to leave you with something to reflect on. When I started these occasional blogs in late 2020 (I know! Time flies), festive plans were suddenly interrupted by a lockdown which saw friends and families spending Christmas apart. In fact, at that time, if you had your family round on Christmas Day, the police could force entry and send them home (a service which many wish was still available today). But for me, four years on, I think that time is still a powerful reminder of what we truly value about this time of year. So I wish both of my readers a chance to reconnect, relax, and recharge for an exciting year ahead.

More gifts ready to be recycled here:

Tamas Ray

Management consultant focused on treasury, cash management and deals

2 个月

Excellent stuff Jon. I think I caught macron bites last time I visited Paris.

要查看或添加评论,请登录

Jon Morris的更多文章

  • I can see clearly now...

    I can see clearly now...

    Finally! Since my last blog, much has been clarified. Or has it? We await daily updates on President elect Trump’s…

    1 条评论
  • Fright Night

    Fright Night

    The long wait is nearly over. Next week, Chancellor Rachel Reeves’ red box will finally open to reveal the Government's…

  • Definitely Maybe

    Definitely Maybe

    With everyone well back from summer breaks and eager to press on, there’s a curious mixture of caution and anticipation…

    1 条评论
  • The winds of change

    The winds of change

    Whatever happened to summer’s traditionally slow news days? In the few weeks since my last blog the UK has a new…

  • World in motion

    World in motion

    Do you remember Paul the psychic octopus? He was the super savvy sea creature whose predictions kept coming good at the…

    5 条评论
  • It's starting to look a lot like...

    It's starting to look a lot like...

    Picking up this blog thread again, I feel a bit like one of those characters in a movie who wakes up to find that the…

  • Let’s get ready to rhumble

    Let’s get ready to rhumble

    First, 1980s-style inflation made a comeback, then oil shortages and Marathon chocolate bars. Now, Byker Grove is set…

    2 条评论
  • What’s the meaning of life?

    What’s the meaning of life?

    In cult sci-fi book The Hitchhiker’s Guide to the Galaxy, the answer to ‘life, the universe and everything’ turns out…

    1 条评论
  • Love conquers all

    Love conquers all

    It is sometimes said that tough times also bring out the best in us. And if you haven’t already seen this lovely video…

    4 条评论
  • Long to rain over us

    Long to rain over us

    Given the hits that London has taken since the pandemic, few can begrudge our capital a much-needed shot in the arm…

社区洞察

其他会员也浏览了