Two weeks ago, ahead of the Chequers summit, we warned that it would be a miracle if one or more Cabinet ministers did not resign. And so it has proved. The subsequent Parliamentary chaos, we did not predict. The conduct of all sides in the Brexit process now reminds me of a passage from […]
We have not sent any Boscobel bulletins recently, as the firm has been flat out on the campaign to extend the runway at Heathrow, instead of building a 3rd Runway. We won the support of most business commentators and of numerous MPs because the concept is cheaper, quicker, quieter and simpler to construct. It has […]
The British economy is slowing. There. I have said it. After repeatedly writing upbeat pieces for CapX to counter the doom and gloom mongers in the last two years, the facts are changing and so is my mind. I would go further and say that the weakness of the economy, much of it Brexit-related, is […]
An interesting poll of London voters has been published, slightly changing the working assumptions about the Local Elections next Thursday, May 3rd. The results could be the most significant for a local election since 1990, in which a rout in the capital and other major cities prepared the way for Margaret Thatcher being removed from […]
Boscobel & Partners is delighted to have been appointed as communications adviser by Stifel Europe, the full-service investment bank owned by Stifel Financial Corp. Stifel’s European operation encompasses debt and equity in both the public and private markets. Boscobel’s team, comprising George Trefgarne, CEO, Charlotte Walsh, Partner and Georgia Way, Consultant, will manage Stifel’s communications […]
The local elections on May 3rd may prove to be unusually exciting, both from a political and market perspective. Jeremy Corbyn launched Labour’s campaign today and made clear his ambition is to seize flagship Conservative boroughs in London, including Kensington & Chelsea, Westminster, Wandsworth and Barnett. I highlighted this risk in a piece for the […]
Boscobel & Partners is pleased to have been appointed as communications adviser by Pollen Street Capital, the private equity and credit fund manager focussed on investing in businesses in the financial services sector and in specialist credit assets. Boscobel’s team, led by Founder and CEO George Trefgarne, will manage Pollen Street Capital’s financial communications across […]
The Establishment may be having a wobble, but things could be much worse It hasn’t been this bad since the Suez Crisis. That is what some are saying in Westminster. What we still call the Establishment is divided and demoralised, awaiting “clarity” on Brexit. Britain is arguably involved in another international escapade which is being […]
A week after Jana Partners LLC and California State Teachers Retirement System wrote to Apple demanding it take action over the addiction of children to smart phones, BlackRock has made a powerful intervention in the governance debate. I dubbed this i-Activism LAST WEEK as I think this stance by investors is genuinely new. Many serious […]
Jana Partners LLC and California State Teachers Retirement System have written to Apple, the world’s largest quoted company with a market capitalisation of some $900bn, to demand that it takes action to protect children from addiction to Smartphones. The two institutions claim to own $2bn of Apple stock. The full text of the letter is […]