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From PSG’s strip to the Gaza Strip: critical issues for those managing Qatar’s money after 7 October
Qatar’s balance sheet is a study in diversification. Its assets stretch from PSG’s strip to Hamas in the Gaza Strip. Qatar presents itself as a…
Apr 8
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From PSG’s strip to the Gaza Strip: critical issues for those managing Qatar’s money after 7 October
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March 2024
Ben & Jerry’s left a bad taste in the mouth; no wonder Unilever is spitting it out
The business case for Unilever’s spin-out of Ben & Jerry’s has been well covered in the financial press. Behind the dry data pored over by analysts…
Mar 21
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Ben & Jerry’s left a bad taste in the mouth; no wonder Unilever is spitting it out
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November 2023
The Abraham Accords after 7 October
The Israel-Hamas War is undoubtedly a stress test for the Abraham Accords. How are the Accords likely to fare in the medium to long term? There are…
Nov 9, 2023
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The Abraham Accords after 7 October
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July 2022
Yet another helping of Ben & Jerry's
This time, in a Manhattan court. Ben & Jerry’s Homemade, Inc (BJH) versus its immediate parent, Conopco, Inc, is not a good look: il faut laver son…
Jul 14, 2022
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Yet another helping of Ben & Jerry's
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May 2022
Cayman’s net zero trade: opportunity over obligation
There is no doubt that the Cayman Islands will have a major global leadership role in the fight against climate change. This does not depend on…
May 20, 2022
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Cayman’s net zero trade: opportunity over obligation
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January 2022
Unilever, GSK & Ben & Jerry's, Again
Stock photos of Ben & Jerry’s ice cream tubs and Marmite jars seem to be everywhere at the moment. Just as Unilever’s products cater to those with a…
Jan 26, 2022
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Unilever, GSK & Ben & Jerry's, Again
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ESG in the derivatives markets: curb your enthusiasm
There is a low intensity war between politicians and the derivatives markets. It flares up every few years when there is a market dislocation. Industry…
Jan 7, 2022
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ESG in the derivatives markets: curb your enthusiasm
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December 2021
Synthetic prime brokerage and the fallout from a $10 billion non-event
In a dynamic market, investors make misjudgements. When the market moves against them, their mistakes are laid bare. This does not mean that the entire…
Dec 16, 2021
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Synthetic prime brokerage and the fallout from a $10 billion non-event
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November 2021
Managing the Politics of Proscription
The operative part of the draft order entitled “Terrorism Act 2000 (Proscribed Organisations) (Amendment) (No. 3) Order 2021”, to be laid before both…
Nov 24, 2021
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Managing the Politics of Proscription
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The Fallacy of Unilever’s Conscious Uncoupling from Ben & Jerry’s
In July 2021, Ben & Jerry’s Homemade, Inc (BJH) announced its intention not to renew the license agreement of its Israeli franchisee. This played right…
Nov 7, 2021
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The Fallacy of Unilever’s Conscious Uncoupling from Ben & Jerry’s
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October 2021
Netting Down to Zero in the Financial Markets: Not Before Ironing Out the Creases
Despite all the talk and self-congratulatory announcements by market participants, COP 26 must acknowledge that the financial markets have not fully…
Oct 24, 2021
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Netting Down to Zero in the Financial Markets: Not Before Ironing Out the Creases
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September 2021
Are the Assumptions Underlying the JCPOA Still Valid? Were They Ever?
President Biden is going to try and do for the Iran nuclear deal (JCPOA) what all the King’s horses and all King’s men couldn’t do for Humpty Dumpty. He…
Sep 29, 2021
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Are the Assumptions Underlying the JCPOA Still Valid? Were They Ever?
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