1190 briefings from 373 companies
Facebook, AstraZeneca and Vodafone are just some of the household names caught up in recent attempts to buy and sell large businesses for eye-watering sums. So have we returned to the era of the “mega-deal”?
Published:21 July 2014
Bank balance sheet repair still presents a compelling opportunity for bond investors, says Ariel Bezalel, manager of the Jupiter Strategic Bond Fund.
Published:11 July 2014
Leading with an article from Fidelity CIO for Equities Dominic Rossi, this brochure highlights opportunities for growth in the world’s advanced economies. It also features pieces from a trio of portfolio managers: Jeremy Podger, Pater Kaye and Alex Wright
Published:11 July 2014
Business Area:Developed Markets
Are more attractive relative valuations now available in non-US markets?
Published:04 July 2014
Equity market leadership has recently undergone a tonal shift. In this paper, Frank Gannon shares his views on changing equity market leadership.
Published:19 June 2014
This paper explores multiple issues of current importance for the economy and financial markets including stock market performance and volatility, how the US can achieve faster GDP growth and the need to be more selective about securities and favour higher quality issues going forward.
Published:16 June 2014
Richie Freeman and Evan Bauman discuss their views on the stock market including market challenges, a more selective market trend and the M&A environment.
Published:30 May 2014
In this paper, Legg Mason’s Co-Chief Investment Officer Ken Leech explores the challenge facing bond investors as the withdrawal of monetary policy accommodation approaches.
Published:19 May 2014
Topics include the emerging market bond recovery, the US Treasuries Fall after the Federal Reserve signalled that rates could go up as early as by the middle of next year, and the continued to expectation of the European Central Bank to loosen monetary policy after inflation fell to only 0.5%.
Published:02 May 2014
We are continuing to experience a very mixed market. Despite some indicators showing M&A activity is ahead of last year, including some pockets of intense activity and some key “mega-deals” being announced, these headline numbers do not give the full picture.
Published:23 February 2014