George Hay

EMEA Editor at Reuters Breakingviews

[Adam Vaughan @adamvaughan_uk]

NEW

Church of England pensions board has divested from £7m in oil and gas stocks, incuding the £1.35m it holds in Shell.

Effectively says engagement hasn't worked.

Says none of the firms it's invested in have been closely aligned enough with Paris Agreement 1.5C climate goal

[Reuters Breakingviews @Breakingviews]

On Wednesday, @aimeedonnellan suggested on @Breakingviews that troubled ITV should beef up its production capacity by buying “Fleabag” maker All3Media.

Today, ITV confirmed a @Reuters scoop that they’re exploring a deal.

Re-read the view: https://t.co/bAkMQJ4MR4

[Reuters Breakingviews @Breakingviews]

TotalEnergies’ India squall hits at a tricky time https://t.co/RxnysM9uPw @gfhay

[Karen Kwok @KarenKKwok]

My column last month said First Abu Dhabi Bank has many reasons to have another bite of Standard Chartered seems to be happening - StanChart shares up 6% after Bloomberg reported FAB is exploring a $35 bln offer for the UK bank. @Breakingviews
https://t.co/ExQz86wk9h

[Reuters Breakingviews @Breakingviews]

First Abu Dhabi Bank may press ahead with a potential offer for Standard Chartered, Bloomberg reports. As @KarenKKwok wrote in January, while a deal would create capital and regulatory headaches, that doesn’t mean it won’t happen. Re-read the view https://t.co/a8bcq5AOT6

[Pamela Barbaglia @pamela_msg]

🚨Personal News🚨New year, new job! I’m thrilled to share that I’m starting a new role as columnist for @Breakingviews joining a top-notch team led by @peter_tl and @gfhay and working closely with @LiamWardProud @LJucca @Unmack1

[Reuters Breakingviews @Breakingviews]

Being ready for anything is top priority for 2023. But forecasting is no longer a simple pursuit. Global Editor @peter_tl introduces Breakingviews’ scenarios for the year ahead #BVPredicts https://t.co/LPdguj9IG6

[Reuters Business @ReutersBiz]

Being ready for anything is top priority for 2023. But forecasting is no longer a simple pursuit. Global Editor @peter_tl introduces @Breakingviews’ scenarios for the year ahead #BVPredicts https://t.co/s4DzlM5N1A

[Katy Daigle @katydaigle]

#COP27 deal is a blessing in a very good disguise. By ⁦@gfhay⁩ https://t.co/FrHZzSiKKs

[Gloria Dickie @GloriaDickie]

A promise of emissions-cutting cash for Indonesia, from foreign sources, is an unambiguous reason to cheer at a time when the global outlook is miserable. The question is how loudly, writes @gfhay. https://t.co/rZ0024ewK9

[George Hay @gfhay]

This was painfully apparent even at the time, sadly https://t.co/vECCo1AOhF

[Lewis Goodall @lewis_goodall]

Fmr Environment Sec George Eustice has spoken about the post-Brexit UK/Australia trade deal in the Commons. He says now no longer a minister: "I no longer have to put such a positive gloss on what was agreed...the Australia deal is not actually a very good trade deal for the UK."

[Mahmoud Mohieldin @MMohieldin27]

🎙️@topnigel and I joined @gfhay on The Exchange to discuss key focus areas for #ClimateAction ahead of #COP27.

Find out more via @Breakingviews: https://t.co/mTS4OTayzV

Listen to the podcast episode here 🎧: https://t.co/6AOIHlRSyW

[Nigel Topping @topnigel]

🎙️ @UNenvoyMM and I joined @gfhay on The Exchange to discuss key focus areas for #ClimateAction ahead of #COP27.

Find out more via @Breakingviews: https://t.co/gNCNXfj7Dr

Listen to the podcast episode here 🎧: https://t.co/UQ3FGPfPZb

[Reuters Breakingviews @Breakingviews]

🗣️ ‘Adaptation is not uninvestable – it just requires more problem solving to figure out the right vehicles and the right structures for finance to flow.’

@topnigel chatted to @gfhay and @UNenvoyMM ahead of #COP27.

Listen here 👇 https://t.co/gwdoQ3dpUM

[Ed Conway @EdConwaySky]

🚨NEW🚨
UK money markets now pricing in a sig lower peak in @BankofEngland interest rates next yr.
Peak of below 5.5% priced in for May.
Lowest since before mini-budget
Was 5.75% yday. 6.1% a week or two ago. (4.75% pre-MB)
Talk of u-turn already helping reduce mortgage rates(!)

[Reuters Breakingviews @Breakingviews]

#ICYMI: The boom in sovereign green bonds has not been accompanied by much progress towards net zero, writes @gfhay https://t.co/AYiqKtUIT6

[Philippe Maupas @philmop]

The boom in sovereign green bonds has not been accompanied by much progress towards net zero

— by @gfhay
https://t.co/flU8f1HclJ

[George Hay @gfhay]

#CrisisWhatCrisis

[Faisal Islam @faisalislam]

Q: Markets are already responding to the idea there's going to be a U turn on corporation tax. Is that not a possibility? Can you clarify that is even a possibility that you're going to u turn on the corporation tax?

“My total focus closer is on delivering on the mini budget”