Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
292 Views
Capgemini/Altran Tender Offer: Optionality Shifts to Long-Term Investors
The long-drawn-out battle between Cap Gemini SA (CAP FP) and Elliott Management for Altran Technologies Sa (ALT FP) has taken several steps towards...
417 Views
Capgemini/Altran: Optionality Window
The Offer by French-based IT consultancy firm Capgemini SA (CAP FP) to acquire smaller domestic rival Altran Technologies Sa (ALT FP) via a...
432 Views
Capgemini Seizes Control Of Altran Despite Elliott's Overtures
On the 24th June last year, French-based IT consultancy firm Capgemini SA (CAP FP) announced plans to acquire smaller domestic rival Altran...
512 Views