SAP-Microsoft Partnership: A USD4.5bn Cloud Market Opportunity for SAP
SAP SE (SAP GR) announced a 3-year partnership with Microsoft Corp (MSFT US) this week. The partnership, which had already been in place (under the...
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Medallia Inc IPO Preview
Medallia Inc (MDLA US)Â is an enterprise software company in the US which is expected to complete its IPO in the US in the next two weeks. The IPO...
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Capgemini Snaps Up Smaller Rival Altran
After the market closed on Monday 24th June, French-based IT consultancy firm Capgemini SA (CAP FP) announced its plan to acquire smaller domestic...
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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