Forecasting your financial performance
A statistical analysis of market data to facilitate the analysis of the effects of COVID-19 on company forecasts
Economic impact
Covid-19 and the world of private equity
08/06/2020 We have surveyed private equity firms and investors to understand the challenges, level of optimism and response strategies as a result of the Covid-19 crisis.
Questioning the social role of business
07/05/2020 Fallout from Covid-19 has underlined society’s expectation of businesses to combine commercial priorities with wider social considerations. While some companies have risen to the occasion – taking bold steps to protect their people and supply chains, for example – others have missed the mark and faced public criticism.
How Covid-19 affects the media sector
As people spend more time at home, content providers are caught between increased customer demand, fierce competition and falling advertising revenues. While some stand to gain from new working arrangements, others are losing this new commercial battle. Free content that hooks users in these changing times could be the key to long-term success.
What will T&L look like post Covid-19?
The impact of the Covid-19 pandemic on transport and logistics has been heterogenous, largely due to the diversity of and vast number of players in the sector. The cards have not been dealt evenly. Flightradar24 reports a 55% drop in commercial flights compared to March 2019 [1], whilst sales of food in supermarkets exceeded the Christmas shops many times over in the UK [2], with incidence on the...
Accounting implications for corporates
03/04/2020 As the world adjusts to the coronavirus outbreak, we all face the difficult challenge of responding to the impact it is having on our lives. As well as issues of health and wellbeing, corporates face additional economic challenges presented by the disease. So how should corporates qualify events from an accounting perspective?
Major risk considerations for banking
03/04/2020 As we continue to feel the effects of the global pandemic, the banking sector, like many other sectors, now faces unprecedented uncertainty. While banks are generally going into this pandemic in a stronger position than the global financial crisis of 2008, the current environment presents challenges for standard accounting procedures and processes that could impact a bank's risk profile.
Covid-19 consequences for energy & infrastructure
02/04/2020 Covid-19 has already made its impact on energy and infrastructure: share prices of listed yieldcos and infrastructure funds have fallen by anything between 10% and 30% since their peaks, with significant volatility ahead. While the fallout of the virus has so far been less damaging to the sector than to the wider market, it has still resulted in the material devaluation of a sector based...
Policy reactions in Africa and Middle East
31/03/2020 Policy makers have reacted differently around the globe in a bid to ease the economic disruption caused by Covid-19. Below is a round-up of how governments in Africa and the Middle East have intervened to help people and businesses.
Implications For M&A transactions
24/03/2020 Extended periods of volatile economic and market conditions have been shown to reduce M&A activity. As the coronavirus disease 2019 (or Covid-19) plagues the world, sectors such as manufacturing, tourism, energy, retail and transport are hit hard by the loss of revenue.
COVID-19, Banks & Regulation
24/03/2020 The Covid-19 outbreak and the unprecedented emergency it presents has created a unique threat to the world’s economy. Like all sectors, banking has been impacted, and its stakeholders have felt excessive pressure over the last few weeks to get things right. Regulators in financial markets around the globe have all announced Covid-19 action plans, which may afford the banks room for relief...
Mazars Economic Update - April 2020
George Lagarias, our Chief Economist & David Baker, our Chief Investment Officer share their views on the impact of the Covid-19 pandemic on the Markets & Economy.