Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Take Private Looming
FCC SM will repurchase and amortise 7% of share capital at €12.5/share (38% premium vs. 6-month VWAP). Post-completion, free float will be c. 6.8%.
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FCC/Metrovacesa: Acceptance Period
The acceptance period will last until 14 June. This stock, because of its lower liquidity, has been under the radar, but some hedge funds have...
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Last Week in Event SPACE: Naspers/Prosus, Swire Pacific, NTT, Aussie Tax-Loss Selling
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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S&P Global Water Index: Market Consultation Driven Potential Changes
S&P DJI's market consultation for the S&P Global Water Index could lead to quite a few changes to the index in October. There are a few potential...
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