Corporate activity about to heat up!

Lyxor
By January 23, 2018 05:17

Corporate activity about to heat up!

The Weekly Brief

Last week, bonds sold off, USD weakened, U.S. and EM equities outperformed, along with commodities. The hedge funds strategies that benefitted the most from these developments were CTAs and diversified L/S Equity. Macro funds suffered from the turn in USD. The other strategies were about flat. Earnings season has begun. Analysts and fund managers are busy assessing the implications from the tax reform, in particular: i) the amortization and after-tax impacts (likely to benefit stocks with the largest EBITDA), ii) the non-recurring costs from cash repatriation (likely to favor companies with the greatest U.S. vs. abroad tax-rate differentials), and iii) guidance regarding payout ratio and investments. Analysts’ upward revisions were the greatest in a decade, and for now reporting stocks are favorably rewarded by markets.

Lyxor
By January 23, 2018 05:17

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Featured Events

  1. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus May

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Join the presentations of Geoffrey Lebeau @NordeaAM, Andrew Harvie @CTinvest_EMEA and Luc Simoncini @kamescapital @aegonam on #longtermequities @AlphaResearchNL seminar tomorrow in NL https://t.co/n3kW4H3n5L and on Wednesday in BE https://t.co/PqeYInza5g

Op 21 mei is het 'Long-term Equities' seminar van Alpha Research. Een van de thema's is: 'New leaders'. Hier zal Luc Simoncini van Aegon Asset Management over spreken. Meld je hier aan: https://t.co/LhX3FIk1jl

Specialisten van Columbia Threadneedle Investments, Nordea Asset Management en Aegon Asset Management zullen spreken op het seminar van Alpha Research over 'Long-term Equities' op 21 mei in het Rosarium. Meld je hier aan: https://t.co/LhX3FIk1jl #equities

Crypto-Assets: Implications for financial stability, monetary policy, and payments and market infrastructures -> https://t.co/Hbgo2dffML via @ecb #cryptocurrency #cryptoanalytics #bitcoin #blockchain #centralbank

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