UK national security proposals may further curb inbound M&A prospects
- Brexit denting inbound M&A, business investment
- PM May's consistent line on protecting key industries
- Powers akin to those bossed by US CFIUS regime
UK Trendspotter: Domestic dealmaking heats up to ward off post-Brexit vulnerability
- Share of domestic activity at highest level since 2009
- Next-Gen disruptors unsettle various sectors
- Deeper deal scrutiny impacts wider dealflow

SEE Trendspotter: Turkey, Greece, Cyprus see uptick in energy, transport and distressed assets
- Deal volume 16.1% up on this time last year
- Increasing economic stability in region set to reassure investors
- PE deals and privatisations in foreground

Nordic Trendspotter 1H18: M&A dip leaves pipeline stocked, outlook positive - Part 2
- Finnish M&A and ECM pipelines strong despite massive value dip in 1H18
- Danish high-end designer brands and technology players most attractive among cautious investors
Italy trendspotter: Signs of resilience shine through despite political risk
- Valuation decrease a strong possibility
- Banking and retail particularly exposed to political risk
- Food and retail sectors to retain interesting margins

DACH Trendspotter: Macroeconomic tensions unlikely to jilt German dealflow
- Positive lending environment opens doors for deals
- Protectionist measures could threaten larger transactions
- IPO market upbeat after successful flurry in 1H18

Economic data spurs "risk on" market moves, provides respite for vulnerable EMs
Strong GDP growth and unremarkable Q2 corporate profits have imbued investors with confidence for the time being while a slightly weaker dollar is welcomed news for vulnerable emerging market economies; will a new trade deal with Mexico and a hypothetical dollarized Venezuela keep Latin America out of EM turmoil?
CEE trendspotter: Baltics strong, activity slows down elsewhere
- Energy, consumer and retail among the most active sectors
- Valuation gap and worries over macroeconomics impact deal-making

Jackson Hole Meeting Provides No Surprises, But Rates And Tensions Rise Across The Globe
Following Fed Chair Powell’s speech, content editor Matt O'Brien takes a look at how rising rates could dampen investment and risk defaults across EMs.
Vodafone, Elliott and Liberty Global
Vodafone has had quite the year, announcing a deal with Liberty Global for its Eastern European assets, while reportedly also having caught the eye of activist fund Elliott.
Will they push for share buybacks or perhaps a (partial) disposal of its towers assets? Samantha Tomaszczyk discusses what could be next for the telecoms giant.

CEE Secondary Buyouts and Exits Insights
Robert Knorr, Co-Managing Partner of Mid Europa and speaker at this year's CEE M&A and Private Equity Forum took time out to speak to us about the drivers influencing the secondary buyouts and exits in the current market.
Activism in Europe
No one is safe from activist investors, or so Elliott Advisors would have European companies believe. The US-based fund was recently revealed to have built a stake in Vodafone Group. What they might want is still a mystery, but it is likely the global telecoms group's many minority interests and broad geographical portfolio could be targeted.
Much of the action this year has revolved around de-conglomerisation, with activists Cevian and Elliott at Thyssenkrupp and Sherborne Investors at Barclays pushing for streamlined structures. Could GSK be next?
So far, the often more aggressive US funds have opted for a gentler approach in Europe, but as companies are getting more proactive and as defence strategies are getting more sophisticated, the gloves could increasingly come off.
UniCredit's Mustier at least is confident his military background will serve him well in fending off Caius Capital's attempt to force the conversion of EUR 3bn of financial instruments into common stock.
Kat Van Hoof gets the lowdown on activist antics and campaigns from Activistmonitor Assistant Editor William Mace.
Craft Beer
The unstoppable rise in the popularity of craft beer has seen major brewers muscle in on the action, with Heineken's recent investment in Beavertown, and a subsidiary of Kirin acquiring Fourpure.
But getting in to bed with "big beer" poses a dilemma for many small brewers who value their independence, with some opting for private equity investment instead.
Over a few beers, Julie-Anna Needham discusses the matter with managing editor John West and consumer reporter Deane McRobie.
Dealcast: European M&A With Greenhill
In this week’s Dealcast¸ the exceptional M&A cycle is discussed with Greenhill’s UK head, Pieter-Jan Bouten.
Mega deals are set to continue with both boards and investors displaying an extraordinary level of confidence in pursuing transactions and accelerating growth, according to Bouten.
Strong activity in the TMT sector is set to continue, driven by technology and the importance of companies such as Facebook, Amazon and Netflix. With Julie-Anna Needham
European M&A With Greenhill
In this week’s Dealcast¸ the exceptional M&A cycle is discussed with Greenhill’s UK head, Pieter-Jan Bouten.
Mega deals are set to continue with both boards and investors displaying an extraordinary level of confidence in pursuing transactions and accelerating growth, according to Bouten. Strong activity in the TMT sector is set to continue, driven by technology and the importance of companies such as Facebook, Amazon and Netflix.
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