Market commentary

24 hours in a plane

Blain's Morning Porridge  "24 hours in a plane is less than eternity in hell, but at the time…  " I spent Easter week travelling - so I've a lot of catch up to complete. Today's Porridge is not so much an economic outlook or market commentary - more about some concerns I picked up in...
DBRS Ratings: Brexit delays - the new normal

DBRS Ratings has issued a short think piece this morning on the UK's attempts to leave the European Union. It reads as follows. "DBRS has taken a consistent view on the credit implications for the United Kingdom of Great Britain and Northern Ireland (UK) following its 2016 decision to leave the...
US and UK M&A activity remains strong despite global downturn

Deloitte analysis confirms US and UK M&A (mergers and acquisitiions) volumes outpace the rest of Europe; 771 deals recorded between the US and rest of Europe in 2018, a 20 percent decrease on 2017's number; divergence between UK and rest of Europe continues in Q1 2019 with M&A values in Europe...
Cyclicals stand out amid inflated eurozone recession fears

  NN Investment Partners believes the eurozone economy could surprise on the upside as Asian trade picks up later this year. We see value in integrated oil firms and cyclicals, which are currently priced for a recession. Investors can benefit from firms with strong dividend growth potential and...
From Squeeze to Totaalvoetbal


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