U.S. Equity Strategy: Risk-On Rotations Vs. Weaker Seasonality; Russell 2000, Biotech, EM Improving
We are seeing signs of rotations back into more risk-on areas of the equity market -- a bullish sign for the broad market. Add to biotech, small-...
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MergerTalk: The Covid-19 Effect On US Merger Spreads -An Update
The Covid-19 pandemic and, as is becoming clearer by the day, its devastating global economic impact, unsurprisingly continues to be the dominant...
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Delphi-BorgWarner: Why Are Acquirer Shareholders Unhappy?
Announced on 28th January, auto parts manufacturers Borgwarner Inc (BWA US) and Delphi Technologies PLC (DLPH US) will combine in an all-stock...
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Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
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Electric Vehicle Observer: September 2018
Electric Vehicle Sales in China and Europe Will Leave U.S. in the Dust, Driving Above-Consensus Global Adoption RatesOver the next decade, battery...
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