U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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Hexcel-Woodward: Another Aircraft Supplier Merger
On Sunday 12th January, US-based aircraft component suppliers Hexcel Corp and Woodward Inc announced they would combine in a US$6.4Bn all-stock...
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U.S. Equity Strategy: Small-Caps Testing Critical Resistance; Downgrading Communications
As bullish developments pile up, the weight-of-the-evidence continues to support our belief that we may be in the early stages of a broad-based...
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Morningstar's Key Takeaways From the 2019 EPG Conference
Solid demand and robust results from most firms not named GE.Chief executive officers of some of the most well-known, global diversified industrial...
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Crane Co. Proposal to Acquire CIRCOR International – Actuator Wanted
On May 21, 2019 Crane Co (CR US) announced a proposal to acquire Circor International (CIR US), a manufacturer of pumps, valves, regulators,...
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