With plenty of cash on balance sheets, corporate confidence back in the black and cheap borrowing abound, M&A looks set to soar even further. But how should investors work the trend?
Hedge fund manager’s stark warning as high-profile names are stripped of alpha status.
“Dislocated” markets are becoming difficult to read so the Old Mutual Spectrum 5 fund is remaining diversified and avoiding the most consensus trades.
Western technology companies will benefit most from a low-growth world with depressed interest rates, Miton multi asset manager David Jane says.
A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.