Recent Insights

Electric vehicle
Insight
EVs at a crossroads: Where next for electric vehicle M&A?
M&A Explorer | The EV industry is facing multiple headwinds in 2024 including consumer pullback, but future dealmaking prospects look solid as buyers seek to safeguard future growth, with China leading the way
Jakarta
Insight
Indonesian lending activity poised for rebound
Debt Explorer | Macroeconomic uncertainty has impacted Indonesian debt markets in recent years. But, after a period of disruption, prospects for domestic and offshore debt issuances are brightening
buildings
Insight
China’s real estate sector shows the beginning signs of recovery
Debt Explorer | After a challenging three years for China's real estate sector, a government stimulus package and improving macroeconomic conditions have raised hopes that the industry has turned a corner
solar panels and turbines
Insight
Spain’s renewable energy industry readies for refinancing
Debt Explorer | Spain's renewable energy assets are producing more power than ever. However, as energy prices flatten out, refinancing renewable energy infrastructure could prove to be tricky
Money Printing
Insight
Return of the megadeal: Big business powers US M&A
M&A Explorer | The string of megadeals announced in the first half of 2024 reflect a growing confidence among US dealmakers. But can the bull run be sustained?
Lead unicorn sculpture on pillar of Trophy Gate
Insight
Financial institutions M&A: Sector trends - September 2024
In the 12th edition of our report, we bring you the key deal highlights and M&A trends across UK/Europe in the past 12 months which have shaped the financial services landscape. 
Responsible business
Insight
Businesses face an expanded range of obligations
An accelerating focus on doing business responsibly will force changes to wide-ranging aspects of business operations and strategy
Marble abstract
Insight
What does it mean to be a responsible mining & metals player in 2024?
As the industry faces higher societal, regulatory and risk management expectations, significant opportunities await responsible businesses in the mining & metals sector.
Roadway
Insight
Eastern promise: The M&A pipeline between APAC and the Middle East is primed for growth
M&A Explorer | Dealmaking between the two regions looks set to rise as trade links and political relations strengthen
Tokyo
Insight
Land of the rising dissension: Japanese shareholder activism in focus
M&A Explorer | A perfect storm of volatile market conditions and investor demands is brewing in Japan, fostering an environment ripe for increased shareholder activism in 2025
Euros
Insight
High anxiety or real opportunity? Distressed M&A in Europe
M&A Explorer | The number of distressed deals reaches record highs as challenging market conditions take their toll
Futuristic background
Insight
Data: The hottest non-commodity in the mining & metals sector?
There is a tendency to think of data as generic, especially when it is vast, but the uniqueness of mineral data makes it the ultimate non-commodity, primed to take advantage of AI.
Article
Legal 500: Enforcement of Judgments in Civil and Commercial Matters Comparative Guide: United States
Insight
France sets its sights on becoming Europe’s PE leader
M&A Explorer | Governmental pressure and an improving macroeconomic outlook could see French buyout activity gaining on the UK
Euro note
Insight
NPL players rethink strategy in a changing market
Elevated interest rates have led to an increase in European NPL volumes, but levels remain far below the peaks during the financial crisis period. NPL investors and servicers are rethinking their business models to adjust to a smaller market
coral reef
Insight
Financial Times Moral Money Forum reports, in partnership with White & Case
Papers red clip
Insight
Sanctions move up the agenda for lenders and borrowers
Debt Explorer | Compliance with sanctions regimes has been a priority for debt markets. Amid rising geopolitical tensions, the stakes for lenders and borrowers are higher than ever
Container crane machinery in shipyard.
Insight
Africa Focus: Summer 2024
Assorted money
Insight
High yield issuance climbs, but markets still seek direction
Debt Explorer | High yield activity in the US, Europe and APAC revives after a tricky period, but markets remain uncertain moving into the final months of 2024
various money
Insight
Refinancing surge reenergizes US and European loan markets
US and European leveraged loan markets record massive increases in issuance as issuers race to refinance
Tokyo
Insight
Despite short-term volatility, rising interest rates may improve Japan’s economic outlook
Debt Explorer | Rising interest rates have challenged some markets, but in Japan, where rates have languished in negative territory for almost a decade, a rate increase is generally welcome news for investors
Aerial view of Cape Town from Signal Hill
Insight
South Africa M&A regulation: Adapting to change
Debt Explorer | A peaceful election and slowing inflation have put M&A markets in South Africa in a more advantageous position. However, taking advantage of South African deal opportunities requires a clear understanding of a rapidly evolving regulatory backdrop
Close up view of paper money
Insight
Moving on up: Europe’s CLO market is making a strong comeback
Debt Explorer | The first half of 2024 has been a bumper year for European Collateralized Loan Obligations and a mix of market and legislative catalysts could push the second half into record-breaking territory
Aerial view of beach
Insight
Leaders in Water Interview Series
Aerial view of residential building
Insight
Covered bond issuance climbs as investors seek traditional asset classes
Debt Explorer | Demand for covered bonds is rising as investors seek opportunities to deploy capital in low-risk assets during a period of market uncertainty
server room
Insight
Private debt diversifies into infrastructure
Debt Explorer | Private debt funds are rapidly expanding into a segment of the market traditionally dominated by banks
digital wave
Insight
“Magnificent Seven” ride again as AI spurs rise in US tech M&A
M&A Explorer | Dealmaking makes a comeback as tech giants battle for dominance in artificial intelligence
European Union flag
Insight
High-profile deals in European regulators’ firing lines
M&A Explorer | Dealmakers are learning to navigate a stricter regulatory environment as UK and EU authorities take an increasingly interventionist stance
Folded cash
Insight
Investors flock to investment grade debt markets
Debt Explorer | Investment grade debt markets have enjoyed buoyant activity levels as elevated interest rates see investors and lenders race to build exposure to high-quality borrowers
Agricultural farm view from above
Insight
Food for thought: Dealmakers drawn to Europe’s sustainable farming sector
M&A Explorer | The strong environmental, economic and social case for sustainable farming looks set to spur future M&A in Europe’s agricultural sector
Solar
Insight
PE firms increasingly target infrastructure
M&A Explorer | The addition of infrastructure to PE firms’ playbooks is part of a broader embrace of adjacent private market asset classes
Payment machine
Insight
Africa represents new frontier for tech dealmakers
M&A Explorer | The continent's growing population is producing a wealth of investment opportunities as demand for digital services ramps up
mobile phone
Insight
Digital healthcare in Southeast Asia offers healthy returns
M&A Explorer | Rapid digitalization in the health industry is set to drive M&A across the region
gold thread
Insight
Luxury, Fashion and Lifestyle – Staying ahead in times of change
In a time distinguished by significant shifts—from the surge in e-commerce to altered consumer behaviors and the growing emphasis on Environmental, Social, and Governance (ESG) values—brands face not just challenges but vast opportunities.
financial buildings
Insight
Charting a path for European carve-outs
M&A Explorer | Carve-outs offer a path to streamline operations, raise cash and unlock shareholder value, but have faced various stifling market conditions in 2024
Mt. Fuji
Insight
Japan’s PE market is thriving, with potential for exits to follow
M&A Explorer | Stronger stock market performance bodes well for exit conditions in Japan’s rapidly maturing PE space
Euro and dollar
Insight
Strong start for high yield bond markets in US and Europe
Debt Explorer | US and European high yield issuance surged in Q1 2024, but in APAC, conditions remain challenging
Skyscraper Miami
Insight
Distressed US M&A volumes are on the rise
M&A Explorer | Companies with exposure to commercial real estate in particular—including banks—could be prime targets for bankruptcy-related deals in the US
London
Insight
UK financial services sector on track for wave of consolidation
M&A Explorer | A race to gain market share, a period of relative political calm, and renewed economic stability are fueling M&A in the sector
Battery
Insight
Battery storage M&A powers into 2024
M&A Explorer | Investment in the battery energy storage sector reaches record highs as the need for flexibility in the renewables sector increases