Quiddity Leaderboard SP500/600 Dec26 Rebal: Two M&A Deals Pending; One Spin-Off ADD Imminent
SP DJI could announce the addition of Vylor (VYLR US), the seed business spun off from Corteva (CTVA US), to the SP 500 within this week. Our...
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Quiddity Leaderboard SP Select Sector Dec26 Rebal: ~US$7bn One-Way Flow, Expected To Grow
Intra-review changes from two M&A deals and a spin-off could trigger early flows in the Select Sector indices, while the December rebalance one-way...
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Weekly Update (MMED, MDT, ZD)
This week, Corteva and Vylor hosted their respective analyst days. Corteva also set the distribution ratio (1:1) for the spin-off...
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Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons
In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...
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Weekly Update (LBTYA, HOH.V, Vylor)
On September 8, Liberty agreed to sell VodafoneZiggo’s passive mobile tower infrastructure to DigitalBridge, L&G and TD Asset Management
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