Monsanto/Bayer Deal Would Invite National Security and Vertical Overlap Reviews
An acquisition of US agricultural chemicals giant Monsanto by Germany’s Bayer AG would raise antitrust concerns in the US and abroad and would also...
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Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
440 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
323 Views
Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
420 Views