Most Turbulences Are Behind For Merger Arbitrageurs

Lyxor
By May 1, 2018 05:10

Most Turbulences Are Behind For Merger Arbitrageurs

The Weekly Brief

Markets remained treacherous with multiple micro, macro and political movers. Trade concerns receded but remain live as the U.S. tackles Chinese tech. Investors also weighted the implications of a U.S. withdrawal from the Iran nuclear agreement. We expect the issue to hover at least until the summer and Iran to be initially cautious in its response before considering a more radical path. Besides, investors kept on digesting (strong) EPS reports, particularly sensitive to any guidance suggesting an earnings peak. Overall, investors are increasingly pricing a growth stagnation with higher inflation, in the U.S. especially. As a result, cyclical assets weakened, rates surged and boosted USD. This helped European and Japanese markets outperform.

Lyxor
By May 1, 2018 05:10

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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

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