We wrote a few days ago about the spread of investor activism that ultimately may have forced the Amazon/Whole Foods betrothal – pressure from an activist, Jana Partners, who ultimately benefited richly from the bid price. The shock (to some) decision by Travis...
It has been a very long awaited move indeed, but the MSCI finally confirmed that it would be adding Chinese A shares to the index (in a weight of 0.73%) and stocks reached an 18-month high in anticipation of greater flows. China has the second largest equity market in...
It is an intriguing love story filled with jealous suitors, a spot of harassment, and a final impulsive decision to wed – without a pre-nup or even a short term plan for the future. But it was “love at first sight” at least according to the Whole...
As we hurtle towards mid-Summer, equity markets are in a breezy, Summery mood indeed. It seems prudent to first start in France where Emanuel Macron’s solid win in assembly elections seemed to shore up support for a reformist wave of “Macron-omics”...
As we approach mid-June the S&P 500 is flirting with record highs, after technology stocks rallied and financials strengthened in expectation of a Fed rate rise. To the north, Canada’s central bank also looked to be set to raise rates, which caused that...
