Category: In A Nutshell

Here you will find the latest insights from the Boscobel team, including links to external articles.

Hong Kong Exchange and Clearing’s bid for the London Stock Exchange Group showcases the UK’s still attractive takeover regime

Ten years after Kraft launched a somewhat sharp-around-corners hostile bid for Cadbury, triggering a decade long tightening of the UK’s takeover regime, Hong Kong Exchanges and Clearing has made a £32 billion offer for the City’s cream egg, the London Stock Exchange Group. The cash and shares offer, at a 23% premium worth £84 a […]

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Will Stephen Kinnock rescue Boris Johnson?

I haven’t done a note for a while, partly because I was waiting until I had a meaningful signal to add to the cacophony of noise to which we are currently exposed. So here goes: I don’t agree with the current consensus we are being offered up in the media, and there are finally grounds […]

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Could Jeremy Corbyn be Prime Minister by the year end?

There is a reason the bookies now put Jeremy Corbyn as favourite to be next Prime Minister (7:2 from Ladbroke’s). It is certainly starting to feel we are now on tramlines heading towards a General Election. Don’t be fooled by the fact that under Conservative Party internal rules she has 12 month’s grace from the […]

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Are CDC pension schemes “a game changer”?

Amber Rudd, the Secretary of State for Work and Pensions, has announced a “revolutionary” new workplace pensions scheme – Collective Defined Contribution (CDC) – that she claims will result in improved investment returns for workplace retirement savers. This is a potentially significant development, which could ultimately involve billions of pounds and affect thousands of workers […]

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Busting the latest Brexit myths

Theresa May has told the House of Commons that she will now bring forward three votes: March 12th vote on her new revised deal March 13th if that doesn’t pass a vote for No Deal March 14th if that doesn’t pass a vote to extend Article 50 The pound has risen to its highest levels […]

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Time for a National Government? Lessons from 1931

It is an interesting question as to whether the formation of a National Government would help solve the current Brexit impasse. It has certainly worked in the past. In 1931 a National Government was formed to get us out of the Depression and overall it did a pretty good job. Britain recovered faster than any […]

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Get ready for the new EU Shareholder Rights Directive

The EU Shareholder Rights Directive II (updating a 2007 original) comes into force in June 2019. This is potentially one of the biggest and most positive developments in corporate governance across Europe, including for London listed companies, for many years. It will occur whatever happens with Brexit because the UK has already agreed to it. […]

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Christmas cheer from Thomas Chippendale – The 1721 Naval Store Act had unexpected benefits

Earlier this year Boscobel moved into new offices at 60 St Martin’s Lane, in Covent Garden, the historic creative hub of London. Some research about a talented previous occupant shows how unexpectedly good things can come if we have the wit to encourage enterprise and civility. A plaque by the door reminds us that it […]

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Hedge funds are going long ESG

For those involved in a corporate action situation, a remuneration vote, or implementing the sustainability policy of a large company there is one audience which you normally have not had to consider: hedge funds. However, there are signs that is changing. In general, hedge funds are interested in generating alpha, or non-market correlated returns. The […]

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Introducing Section 20 of the EU Withdrawal Act

Extending Article 50 is easier and more likely than some people let on. The Conservative party conference is going about as expected, with the Prime Minister reportedly booed at the Association chairman’s dinner; Boris Johnson giving a witty, tub-thumping speech which ended, incongruously, with a call for everyone to back Theresa May; and every Cabinet […]

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