Primer: Mediobanca (MB IM) - Aug 2026
Mediobanca is strategically pivoting towards wealth management, aiming for it to become the primary driver of fee income and the second-largest...
102 Views
BMPS–Mediobanca: Delisting Decision Crystallises the Endgame — “what Now?”
BMPS commits to delist and merge Mediobanca; MB board starts adviser-led process. Market reprices MB as minority clean-up optionality into 27 Feb...
221 Views
Zurich-Beazley and Nuveen-Schroders Deals Near Completion, UK & European Index Replacements Ahead
Zurich-Beazley and Nuveen-Schroders deals trigger UK and European index removals, creating significant passive demand for the intra-quarter...
100 Views
S&P 500 and MSCI ACWI Breaking Out; Upgrading MSCI ACWI to Bullish; Buys in Services, Financials
$SPX and MSCI $ACWI Breaking Out; Upgrading Outlook on ACWI and SPX to Bullish as of last Fridays close above 5783; Buys in Services, Financials;...
688 Views
Bullish Developments Continue; MSCI ACWI Ex-US 1-Yr Breakout; Buys in Energy, Materials, Financials
We remain bullish on global equities as long as $ACWI remains above $93, targeting $110; Bullish developments continue: $DXY below $101.50, small...
533 Views