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In the firing line


06 October 2008


It is a truth universally acknowledged that commercial litigation increases during a period of recession. Recently the former Lord Chancellor Lord Falconer has warned that there will be a new era of mass litigation as a result of the credit crunch. Indeed the CEO of Aon has warned insurers that they could be stung for claims totalling $60bn.

Already there has been a raft of litigation arising out of the credit crunch, much of it in the United States by way of class action. The latest statistics show that class actions in the United States are up by 58%. Last week saw judicial comment upon the likely rise in claims when RAB Capital commenced action against PWC, the administrators of Lehman brothers claiming the return of $50m immediately rather than having to wait for the administration to run its course. RAB Capital had suggested that in effect that the claim ought to be fast tracked as it needed to publish the funds Net Asset Value (NAV) on 1st October. Mr Justice Morgan refused indicating that if he had allowed the claim to proceed immediately it would lead to a stampede of claims leading to the undermining of the litigation process. He did however grant leave to appeal which is pending.

So in what areas can we expect litigation? With the crumbling of certain banks expect litigation on two fronts - firstly in establishing the banks’ liabilities and secondly in the distribution of their assets.

Banks could also see themselves defending claims of negligent mis-statement from investors, taking them to task for purchasing asset-backed securities based on bad loans or for improper accounting. Debt instruments such as collaterised debt obligations (CDO’s) and structured investment vehicles (SIV’s) could also come under the microscope as investment banks and rating agencies face increasing pressure to justify their use , particularly in a distressed market.

Pension fund companies who face major write-downs will be seriously considering  litigation against banks questioning their conduct in relation to sub-prime mortgages. With encouraging overtones from the Office of Fair Trading and European Commission angry shareholders are also waiting in line for their turn on the litigation merry-go-round. There are already reports of a group claim of up to 6000 shareholders against Northern Rock.

We have also seen the first green shoots of inter-bank litigation taking root with Barclays suing Bear Stearns over its management of a collapsed hedge fund which it describes as "one of the most high profile and shocking hedge fund failures in the last decade".

Administrators can expect to be firmly in the firing line as companies try to extract their monies immediately rather than take their chances as unsecured creditors in the administration. The action being taken by RAB Capital is just the tip of the iceberg with some estimating that up to another 30 companies are looking to take similar action.

In this orgy of litigation even lawyers and accountants are not immune with many potentially facing professional negligence claims in relation to the setting up of schemes and organising the purchase of the securities.

Budgets are now being set for the litigation and for instance, the legal press is suggesting that PWC has earmarked £20m for claims arising out of the Lehman Brothers administration.

It is anticipated that the full force of this litigation will not hit the courts for some time yet and it may take up to four or five years for this litigation to work itself out. One also has to bear in mind that in the past banks, the professions and the financial institutions have been seen to some extent as “soft” targets with an expectation that they would seek to settle the claim.

The indications from the insurance companies and reports in the trade press would suggest that this time round things will be different and the message that is coming out loud and clear is that claims will be defended vigorously. This message is also borne out in the latest Ministry of Justice figures released in the last week. These show that the number of defended claims in the Queens Bench Division rose 16% between 2006 and 2007.

So it looks like a busy time for the courts with the prediction that the legal fallout will dwarf that of any other crisis of recent time including Enron.

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