Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Cybersecurity stocks... a $5.2bn vote of confidence
Dan Squires
Head of Sales - UK
Summary: UK cybersecurity stock Darktrace has just agreed a $5.2bn cash takeover (620p a share). The shares are up 20% today, up 64% YTD, and up 120% over 1 year. Cybersecurity feels like a power-theme that is going to run and run.
The entire world runs on computers and software, and cyber attacks are a fact of life. This has accelerated with the mass adoption of the Internet of Things, whereby even something like a vending machine (or maybe even your fridge at home) is connected to the Internet. Malware and other cyber attacks have exploded, and in turn this has created a high growth market for companies that can help manage these risks. Today's US Private Equity bid for Darktrace is we think a big vote of confidence in this theme...despite the fact that valuations are relatively high. We also observe that's 2 large UK quoted companies bid for this week (the other being Anglo American) which might be telling us something about the value on offer in UK equities.
Check out our investment theme: Cybersecurity
Check out our investment theme: Cybersecurity
Quarterly Outlook
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
FX outlook: Tariffs drive USD strength, until...?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy