Beyond Bulls & Bears

What One US Mega-Deal Might Tell Us about M&A Prospects Globally
Equity

What One US Mega-Deal Might Tell Us about M&A Prospects Globally

“The $86 billion AT&T-Time Warner merger was a response to growing disruption in the media/telecom/entertainment space traditional players have felt. There’s scarcely a sector out there that isn’t labouring under the threat of disruption.” - Sara Araghi and Marc Kremer

2015 Investment Outlook: Asian Credit Markets

2015 Investment Outlook: Asian Credit Markets

Focusing specifically on Asia (ex Japan), we see a region that continues to lead global growth, despite slowing from high levels, while offering attractive valuation relative to developed markets. This dynamic is not new, as yield-hungry investors have looked to Asia for spread pickup in the wake of the 2007–2009 global financial crisis.