Outdoing the activist investors: Elliott’s weak offer is just the start of the battle for Aryzta
By unveiling a conditional €730m bid for the Irish-Swiss baked goods manufacturer, New York billionaire Paul Singer’s firm has triggered a chain of events that has already claimed its CEO. Three weeks from a crucial AGM, this is hardly the end of it.
25th Nov, 2020 - 6 min read
What will Elon Musk’s Starlink mean for the world (and Ireland’s costly and long-awaited National Broadband Plan)?
The founder of Tesla and SpaceX is working on ambitious plans to bring fast and cheap broadband to the world – and he has just got an Irish licence. As the country prepares to invest billions in building broadband infrastructure, could there be another way?
24th Nov, 2020 - 7 min read
A different sort of patriot: How Jack Charlton transformed Ireland’s relationship with its many selves
Jack Charlton’s pragmatism accurately reflected the true relationship between Britain and Ireland, a relationship which, then and now, was more complex and interwoven than nationalism – romantic or murderous - would allow.
21st Nov, 2020 - 11 min read
Accenture’s Alastair Blair: Snatching opportunity from the jaws of adversity
Alastair Blair, country managing director of Accenture and president of Ibec, argues that there is an opportunity for stakeholders in government, industry and education to come together and re-define Ireland in this new digital era.
20th Nov, 2020 - 5 min read
Mind the credibility gap: NPHET, lockdown and Level 5
NPHET is technically an advisory body but it has chosen to position itself in a leadership role. It now needs to demonstrate a credible claim to that leadership by providing a clear pathway out of the Covid-19 pandemic.
19th Nov, 2020 - 5 min read
The Dáil discount: why every €1 worth of Hibernia REIT offices trades for 72¢
Hibernia REIT's earnings, released yesterday, give the clearest view we have on the health of the commercial property market. The company is riding out Covid pretty well, but there are questions over its long-term future.
18th Nov, 2020 - 5 min read
Workers and shoppers have been moving. Now it’s the turn of commercial property investors
First, there was anecdotal evidence that the pandemic-induced acceleration of trends towards remote working and online retail would reshape the commercial property market. Now hard figures are emerging in a number of international locations.
17th Nov, 2020 - 5 min read
A Beginners Guide to Financial Markets: Part 1- The Asset Risk Spectrum
With Irish deposit rates going negative and deposit sizes going skyward, many people are now looking to build their own portfolio - the success of Robinhood shows the demand for personal investing. In a series of pieces starting today, I want to help people through the process.