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M&A activity support: Eye on the World 17/02/21
17/02/2021
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Equity rotation into cyclicals, with ‘bond-proxies’ falling as yields surged. Risks from investor euphoria and pace, not direction, of yield rise. We focus on cyclical and intl. catch-up themes, and see markets better supported than feared.
HOT TOPICS shows M&A has rebounded strongly, in-line with public markets. As growth visibility improves, financing remains cheap, and SPAC and PE ‘dry powder’ unprecedented we see M&A gains helping underpin equity markets.
16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library.
