Category: Blog
Capital Review: Winter 2022
Capital Review: Winter 2022 Cavendish is delighted to share the next edition of Capital Performance. This is our review of the second half of a remarkable 2021, and our look ahead to the next 12 months. While 2022 is shaping up to continue a pattern of uncertainty, the key ingredients are nevertheless there for a…
Quarterly Market Insights IT Managed Services
Categories: BlogQuarterly Market Insights IT Managed Services As part of our quarterly market insights, we look at a sub-sector within Technology and speak to three Institutional Investors across private equity (LDC), debt (Kartesia) and public markets (Toscafund) about their current views on the managed services sector and longer-term outlook. After a very strong market in 2021,…
Cement, steel and the built environment: How will landlords and tenants be impacted?
Categories: BlogCement, steel and the built environment: How will landlords and tenants be impacted? No measures were implemented to reduce fossil fuel use at this year’s COP. However, a significant step towards decarbonising the built environment was made as the cement and steel sectors joined the First Movers Coalition. Below we discuss the importance of this…
Event – Inside the Deal: 2021 makes a strong case for LegalTech
Event – Inside the Deal: 2021 makes a strong case for LegalTech We’ve teamed up with Business Leader to go ‘Inside the Deal’ in a series of virtual events that you will not want to miss. We begin this series by looking at LegalTech, which is now a rapidly-growing sector globally and both law firms…
COP27 Key takeaways: Loss and damage, blended finance and unabated emissions
Categories: BlogCOP27 Key takeaways: Loss and damage, blended finance and unabated emissions As we outline below, there are two key takeaways from COP27 – the Loss and Damage fund and a lack of action on emissions. Several talking points are also discussed, such as the appeal of blended finance and the new role of natural gas.…
UK public companies under siege from overseas buyers, or are they?
Categories: BlogUK public companies under siege from overseas buyers, or are they? By Paige Paige It has been widely discussed that due to macro-economic pressures and the slide in the sterling UK plc is up for sale and that it presents an enticing opportunity for overseas or opportunistic domestic raiders. This should, in theory, prompt a…
In the business of carbon removal | finnCap Energy Insights
Categories: BlogIn the business of carbon removal | finnCap Energy Insights These are challenging times The world is struggling to reduce CO2 emissions at the pace required to limit global temperature increases to 1.5°C. The combination of the Ukraine war (stratospheric gas prices), searing summer heat and widespread droughts (higher energy demand for cooling, reduced hydro…
Why biogas is generating attention | finnCap Energy Insights
Categories: BlogWhy biogas is generating attention | finnCap Energy Insights Why biogas is generating attention These are challenging times. The world is struggling to reduce CO2 emissions at the pace required to limit global temperature increases to 1.5°C. The combination of the Ukraine war (stratospheric gas prices), searing summer heat and widespread droughts (higher energy demand…
“Be fearful when others are greedy, and greedy when others are fearful” | The Consumer Sector View
Categories: Blog“Be fearful when others are greedy, and greedy when others are fearful” | The Consumer Sector View At finnCap, Consumer Research Director Nigel Parson recently published his consumer note ‘Shopping Trolley’ which analyses six UK restaurant operators which include Tortilla Mexican Grill, Fulham Shore, Restaurant Group, Hostmore, Revolution Bars and Loungers. Despite some recent poor…
The industries on the map for decarbonising by 2050
Categories: BlogThe industries on the map for decarbonising by 2050 By jonathan wright, research director As the world comes together at COP27 in Egypt this week, global leaders will be reminded of the ever-increasing importance of removing CO2 from the atmosphere to reach global climate goals. Key enablers for businesses to achieve net zero by 2025…
