"For all investors’ handwringing over Donald Trump’s unpredictability, it’s worth keeping in mind that market volatility creates all sorts of opportunities — if an asset you’re eyeing is too expensive, you may be just a Trump tweet away from a buying opportunity."
"Now we finally have the key ingredients converging (for M&A activity): favourable macroeconomic conditions, a potentially more benign regulatory environment, and a growing risk appetite among corporates."
"Indexation is not a passive strategy. It’s a momentum strategy."
"Shocks are becoming progressively larger but less shocking."
"Now we finally have the key ingredients converging (for M&A activity): favourable macroeconomic conditions, a potentially more benign regulatory environment, and a growing risk appetite among corporates."
"Indexation is not a passive strategy. It’s a momentum strategy."
"Shocks are becoming progressively larger but less shocking."