Media Type: Read


 
A high quality industrial company you may never have heard of AMETEK is a US listed, differentiated global industrial conglomerate.

Capital allocation is expected to continue to migrate towards capex, shareholder returns and M&A. Implications from this spend is case-by-case, but it is increasingly important for debt investors to know the capital allocation intentions of their investments and remain active in managing their portfolios to help position to benefit from some of these trends as well as avoid pitfalls of others.

Financial markets have started the year on a weak note, what’s behind the moves and how are we seeing things?
Interest

A promising new drug therapy for those with Rett Syndrome
In December, Neuren Pharmaceuticals and its partner Acadia Pharmaceuticals announced positive

Portfolio Manager Mark Riggall discusses the month’s key highlights in 60 seconds.
A wider perspective
Fund returns in December were strong as

Profiting from Management Spin? Opportunities presented by corporate demergers
Breaking up is hard to do. But that is the journey on

Portfolio Manager Mark Riggall discusses the month’s key highlights in 60 seconds.
Omicron the headline, interest rates remain the real story
November