More content coming soon!
Central Bank Policy Looking Ahead
AT&T Acquiring Time Warner
J.P. Morgan’s Acquisition of Bear Stearns
J Sainsbury's Acquisition of Home Retail Group
AbbVie Acquiring Pharmacyclics
COMMODITIES AND CREDIT
Lower for Longer
Our group of Credit and Commodities analysts, led by sector head Adam Pickett, present their recent report ‘Lower for Longer’. “Sitting at the bottom of the commodities bear market, with a turning of the US debt cycle in place, we analyse the current state of affairs, present our investment outlook and give recommendations on how to proceed.”
Our group of FX analysts, led by sector head Chris Bree, have researched the outlook for the US Dollar and produced a report to summarise their findings. The report considers the dollar’s trajectory within key FX pairings and looks at both fundamental and technical analysis. The analysts who contributed material were Tom Badger, Ollie Boxall, Doina Ceban, Alvaro Contreas, Bowen Li, Harry Raven, Sophia Stevens.
Another of our 2015/16 Analyst Groups has recently produced a research report with Mishari Al-Dhuwaihi (markets sector head) and his analysts taking a look at the investment case for luxury goods firm Richemont. The report presents the firm and its operations before exploring some of the factors that may influence Richemont’s future performance. There is also a detailed section covering the valuation of the firm’s equity. The analysts who contributed material were Yemi Falana, Arjun Gill, Anastasiya Goraychuk, Kseniya Maslova, Janie Pikovsky, Laila Sharif and Benjamin Smith.
IBD sector head Nicholas Barker and his team of analysts have recently compiled a research report analysing the rationale behind the tie up of Pfizer and Allergan. The report includes detailed sections on the specific deal through to the state of play in the healthcare M&A bracket. The analysts who contributed material were Alberto Bg-a, Archi Sharma, Callum Dougall, Elliot Seward, Francesca Sienna Haskell, Harry Preston, Lewis Harland, Murat Hojabaev, Nick Barker, Peter Kearney, Ramankur Sen, Stanley Lu and Yanbo Zhao.
Equities sector head Tom Simonds-Gooding and his team of analysts have just finished compiling a research report on J Sainsbury PLC. They had intended to complete and publish this prior to the end of last term however couldn’t for a number of reasons. The data and themes discussed in the report relate to Sainsbury’s state of play at the time however still make for an interesting read. The analysts who contributed material were Olly Wilcock, Mishari Al-Dhuwaihi, Nick Goodall, David Darwin, Sam Dermott and Sean Mackle.