If you look at the arguments for European equities, they still st... by Neil Wilkinson

If you look at the arguments for European equities, they still stand up to scrutiny.

Neil Wilkinson

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Categorized in : Company News

Given its outstanding track record in executing prior transactions, we expect large cost synergies and rapid deleveraging of the balance sheet will allow further transactions a few years down the line, which will enable AB InBev to perpetuate its growth story.

In the short term after a Fed rate hike you are likely to see companies holding back or delaying any capex or capacity expansion that they might have planned for emerging markets, lET'S GET IT OVER WITH.

I'm still attending a meeting this week for another IPO so roadshows are still going ahead, i think it depends how long we keep getting hit by negative headlines hour after hour though as that's the kind of environment when you will start to see people sitting on their hands and companies will struggle to get away, irrespective of the quality of the company or the specific deal pricing.

I don't see pressure from the regulators coming off. That's just the world that we live in... Sentiment towards the whole sector is muted, and has been for some time.