Institutional Investor (August 5)
Series A and B is the “inflection point…. where institutional capital typically expects clarity; clinical data, market readiness, and a signal that someone else has de-risked the science. But in women’s health, those signals often do not arrive. Not because the companies aren’t progressing but because the validation layers that used to feed the pipeline e.g. public grants, translational studies, pilot programs have eroded.” Because validation doesn’t arrive, “promising science stalls, not because of bad data, but because no one wants to be first.”
Tags: Clarity, Clinical data, De-risked, Inflection point, Institutional capital, Market readiness, Pilot programs, Promising, Public grants, Science, Series A and B, Signals, Stalls, Validation, Women’s health
Bloomberg (June 29)
“With just 10 days to go until President Donald Trump’s country-specific tariffs are set to resume, the White House appears poised to fall short of the sweeping global trade reforms it promised to achieve during the three months they were on hold.” It is unclear what will happen to the tariffs at the point. The President’s unpredictable approach may gain “concessions from trading partners,” but “the erratic effort has injected uncertainty into the financial markets, and created anxiety for domestic businesses. The lack of clarity around the deadline heightens the tension.”
Tags: 10 days, Anxiety, Approach, Businesses, Clarity, Concessions, Deadline, Erratic, Financial markets, Global trade, Promised, Reforms, Resume, Tariffs, Tension, Trading partners, Trump, Uncertainty, Unpredictable
Reuters (January 29)
The UK is hurtling “into the Brexit unknown” as “a dis-United Kingdom exits the European Union” on Friday. Alas, more “Brexit fatigue” is likely in store. “Trade talks with every major power—including the EU—loom while there is little clarity on what the United Kingdom’s pitch to global investors will be.”
BBC (January 17)
In the UK, “Surveyors and estate agents reckon the housing market outlook over the next three months is the worst for 20 years….. It’s the most downbeat reading since records started in October 1998 and the pessimism is blamed on the lack of clarity around Brexit.”
Tags: Brexit, Clarity, Downbeat, Estate agents, Housing market, Outlook, Pessimism, Surveyors, UK
Investment Week (November)
The recent 0.25% increase “in interest rates announced by the Bank of England leaves us with no more clarity about the direction of monetary policy than we had before the micro-adjustment. Indeed, the increase raises rather more questions than it resolves.” The cut may simply reverse “the rather ill-judged post referendum cut,” Or it could be one off “nod to those worried about inflation becoming more embedded.” Or it could be “the start of a sequence that will see regular increases in rates along a path towards normalisation.”
Tags: Adjustment, BOE, Clarity, Direction, Inflation, Interest rates, Monetary policy, Normalisation, Referendum
Institutional Investor (January 26)
“It’s not even been a week in office and the Trump administration has already managed to send shivers of excitement through the arcane world of infrastructure investment with talk of new domestic projects…. Not surprisingly, asset managers with infrastructure teams are jumping on the renewed interest in the asset class, holding press briefings and webinars to provide clarity.”
Tags: Asset class, Asset managers, Clarity, Excitement, Infrastructure, Investment, Projects, Trump
