ANALYSIS: ‘Defensive’ Aberdeen/SL deal fits in with asset manager M&A wave
After being forced to confirm discussions about a potential £11bn merger, does the consolidation of Standard Life and Aberdeen Asset Management prove a wave of M&A in fund management is underway?
ANALYSIS: What’s next after Unilever snubbed Kraft Heinz?
As Unilever chief executive Paul Polman pushed the potentially record-breaking $143bn approach by Kraft Heinz off the table on Friday (17 February), a knee-jerk media frenzy suggested that the vulture might continue to circle.
Consolidation set to move up asset management agenda
Further asset management consolidation is on the horizon but the line between predator and prey is increasingly blurred Numis said in a note on Friday.
Materials and industrials lead the way as M&A soars
The number of M&A deals completed in 2015 excelled with record returns for acquirers, according to Willis Towers Watson’s Quarterly Deal Performance Monitor (QDPM).
Interest in M&A funds fades though takeovers reach all-time high
The record number of mergers and acquisition deals announced in 2015 hasn’t led to a sustained interest in merger arbitrage funds. Ucits-regulated M&A funds fell out of grace in the final months of the year, as they significantly underperformed their offshore peers.
Be wary of companies engaged in M&A, says Cédric de Fonclare
Cédric de Fonclare, manager of the Jupiter European Opportunities Fund, explains in this video interview why he looks with suspicion at the recent wave of M&A.