Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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Capgemini/Altran Tender Offer: Optionality Shifts to Long-Term Investors
The long-drawn-out battle between Cap Gemini SA (CAP FP) and Elliott Management for Altran Technologies Sa (ALT FP) has taken several steps towards...
360 Views
Capgemini/Altran: Optionality Window
The Offer by French-based IT consultancy firm Capgemini SA (CAP FP) to acquire smaller domestic rival Altran Technologies Sa (ALT FP) via a...
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Capgemini Seizes Control Of Altran Despite Elliott's Overtures
On the 24th June last year, French-based IT consultancy firm Capgemini SA (CAP FP) announced plans to acquire smaller domestic rival Altran...
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