Optimism around U.S. trade deals, stronger-than-expected U.S. economic reports, and a positive start to the corporate earnings season led to a resurgence of inflows into global equity funds in the week through July 23. Investors pumped a net $8.71 billion into equity funds, reversing the $4.4 billion outflow from the previous week, according to data...
PMorgan’s Global M&A Head Forecasts Surge in Mega Deals
– Companies are gearing up for bigger mergers and acquisitions in the second half of the year, driven by executives growing more comfortable navigating volatile markets and uncertain global politics, according to Anu Aiyengar, JPMorgan Chase’s Global Head of Advisory, Mergers & Acquisitions.– In the first half of 2025, global M&A volumes surged 27% to...
Foreign Investors Pour Nearly €100 Billion into Euro Zone Debt in May
Euro zone debt attracted nearly €100 billion ($116 billion) in inflows from foreign investors in May, marking the largest monthly net inflows since at least 2014, according to Citi, citing European Central Bank data. This surge is a strong indicator that euro assets are benefiting from a shift away from U.S. markets.The €97 billion of...
Japan’s Upper House Election Results: Political and Market Implications
– Japan’s recent upper house election has potentially shifted the balance of power, with exit polls indicating that the ruling coalition may have lost its majority. While this election does not directly determine the fate of Prime Minister Shigeru Ishiba’s government, it raises significant questions regarding future policy decisions, fiscal management, and market stability.– The...
Hedge Funds Attract Record Inflows in First Half of 2025
– Hedge funds experienced their strongest inflows in the first half of 2025 since 2015, driven by increasing demand in turbulent markets and the impact of new U.S. trade policies under President Donald Trump. According to data from HFR, hedge funds saw an impressive $37.3 billion in inflows during the first half of the year,...
U.S. Bank M&A Hopes Revive Under Trump-Era Regulators
After years of regulatory resistance under the previous administration, U.S. bank M&A activity is gaining renewed momentum. Industry insiders cite greater clarity and a more permissive regulatory stance under President Trump as key enablers.📊 Key Highlights:Talk of M&A is rising among large U.S. and regional banks, with firms like BNY Mellon reportedly approaching Northern Trust....
