Real Estate Sector Comment – October 2016

Sale and leaseback analysis At Clearwater International we estimate that less than half of European companies own their real estate. While interest rates remain at a historical low, a growing number of investors are beginning to wonder whether the

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Healthcare Sector Comment – September 2016

Increasing incidences of lifestyle related diseases like obesity and diabetes are driving growth in the devices market, especially with disorders of the eye including glaucoma, diabetic retinopathy and cataracts. Problems such as these can also be prevalent among an

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Consumer Sector Comment – September 2016

A store within a store, a concept far from new, however one that has made headlines recently. Last month, the world’s second largest retailer Tesco, announced its store-in-store partnership with UK health food chain Holland & Barrett, subsidiary of

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Healthcare Sector Comment – August 2016

Following on from Britain’s EU referendum decision we have seen a new prime minister in place and a sense of normality slowly beginning to return. While some critics branded the decision as disastrous, fearing that Britain would become a

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Financial Services sector comment – July 2016

Disruptive innovation is a common theme in today’s financial services sector, with everything from lending methods (P2P/crowdfunding) and insurance broking channels (price comparison websites) to risk underwriting (use of telematics and big data analytics) and currencies (cryptocurrencies) being fundamentally

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Healthcare sector comment – July 2016

Following a scandal at Valeant over an earnings announcement typo, which short changed the figure by €540m, the disintegration of Pfizer Inc. and Allergan Plc’s mega-merger and a downturn in biotech stocks, few advisers would’ve expected 2016 to be

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