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Another reason to like US diversified financials
Another reason to like US diversified financials. Macquare Bank say M&A upturn has a long way to go. Our propreitary M&A model tell us the total value of deal values is only going one way, and that's up. Confidence is returning. The positive supports for higher M&A activity are ultimately driven by an improvement in the economic cycle. M&A picks -up mid-cycle expansion. Using on our M&A forecasts, we think the US Diversified Financials sector could deliver total returns of ~15% a year for the next 3 years.
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Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
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Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
Expertise
Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
Expertise
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