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 & Webinars

  1. Eurizon AM – Webinar – RMB Bonds

    June 9 @ 15:00 - 15:30
  2. Eurizon AM – Webinar – Green Bonds

    June 18 @ 10:00 - 10:45

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

Deze 2 boeken gaan over de trend van #asset naar #access, ofwel #Subscriptioneconomy. En welke #aandelen en sectoren zijn dan het meest kansrijk?

Dinsdag 9 juni het #webinar: "Subscription Economy: the road to resiliency post-Covid-19" met @NatixisIM -> https://www.crowdcast.io/e/alpharesearch-09062020/

Today we are used to seeing #subscriptions popping up on our bank statements. Only a few years ago, the statement would list only telephone and television subscriptions, but now... Join our webinar on #subscriptioneconomy - June 9th - https://www.crowdcast.io/e/alpharesearch-09062020

Volgende week dinsdag 9 juni om 11:00 bespreken we "#Subscription Economy", samen met Nolan Hoffmeyer, CFA, (Partner, Senior Portfolio Manager) Thematics Asset Management.
Meld je aan via: https://www.alpharesearch.nl/event/subscription-economy-the-road-to-resiliency-post-covid-19/
#webinar

Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

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