Equities Reporter Bloomberg @Business, M&A, Merger Arb, Event Driven. Former Buyside & Sellside. London
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Joined September 2010
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Neil Campling retweeted
Interesting, 21Shares launched an Anthropic Synthetic ETP in Europe today, first 100% exposure to a private co or cos. Ticker $CLAU. To get the exposure they use total returns swaps on the Kaiko Anthropic USD Reference Rate which is derived from Binance's Anthropic perpetual futures. Prob no one in Europe will care but if they can figure out how to do this in the US (or some Asian countries) look out..
An upbeat earnings report by Nvidia would bode well for a rally in US equities as investors have about $7 trillion parked in cash funds, according to BBVA strategists bloomberg.com/news/articles/…
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Neil Campling retweeted
In my column for today’s @CityAM, why a bid for BP might be more likely to emerge from ExxonMobil than Shell; big trouble at tracking company Big Technologies; and Playtech’s new chairman faces the same boardroom pay challenge as his predecessors. url.de.m.mimecastprotect.com…
Incredible insight from my colleague @yiqinsh on data of 3,000 hedge funds highlighting increased bets against US equities during the recent market turbulence.
Hedge fund managers who’ve been holding fire as tariff headlines whipsawed markets are still reluctant to place any major bets, with one big exception: shorting US stocks bloomberg.com/news/articles/… via @markets
Hermès surpasses rival LVMH as the world's most valuable luxury stock in a stunning reversal of fortunes bloomberg.com/news/articles/… via @luxury
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The escalating tariff fight between the US and China is casting a shadow over one of the world’s biggest pending deals, and traders are growing fearful that the takeover will get bogged down by Beijing’s antitrust regulators bloomberg.com/news/articles/… via @technology
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Beleaguered shareholders of BP who’ve watched their investment lag over the past few years are banking on activist Elliott’s track record to help them extract some value from their positions bloomberg.com/news/articles/… via @markets
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Europe's markets are broken. The continent risks losing out on the next generation of businesses as a result bloomberg.com/news/features/… via @markets
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The jolts reflect a deeper concern about a key narrative that has underpinned much of Big Tech’s rally for more than two years, and thereby the US market’s strength: is all the AI spending going to pay off? bloomberg.com/news/articles/… via @technology
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Neil Campling retweeted
Bank J. Safra Sarasin is exploring a potential acquisition of Denmark’s Saxo Bank, sources say. trib.al/tsA5g3v
The recent volatility among tech giants has been worrisome for Wall Street, as the S&P 500’s leadership hasn’t been this concentrated in more than 20 years bloomberg.com/news/articles/… via @markets
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Several measures of stock market health suggest that Monday’s sudden slump was in fact mostly an isolated hit to the world’s biggest technology firms and AI-related shares. Incredible visual in this bloomberg.com/news/articles/… via @markets
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Neil Campling retweeted
A record $2.5 billion haul from new share sales helped Oman leapfrog markets like the UK last year, but the sultanate faces an early test of investors’ appetite in 2025 trib.al/Cvn1ST4
Last week Commerzbank called Unicredit stake building "hostile", now MB call di Paschi approach "destructive"
Mediobanca rejected Banca Monte dei Paschi di Siena’s takeover bid, turning the unsolicited approach into a hostile one trib.al/OZxy5mH
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Anglo American is the top pick among European M&A specialists to be a potential target in 2025 as a renewed appetite for deals sweeps through the mining industry bloomberg.com/news/articles/… via @markets
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Neil Campling retweeted
The UK’s FTSE 100 Index may be at an all-time high, but the fallout from the Labour government’s budget is showing up in a slew of weak trading updates with the pain likely to be concentrated in domestic stocks trib.al/1XsZD7m
Neil Campling retweeted
The global landscape for foreign direct investment will change once Donald Trump takes up the US presidency later today, according to the head of Ireland’s inward investment agency trib.al/BqcFmaa
Neil Campling retweeted
Wall Street kicked off the 2025 IPO market with a flurry of paperwork paving the way for some of the year’s biggest potential deals trib.al/sJhm9lC
Neil Campling retweeted
Spanish travel technology firm HBX Group is considering kicking off its IPO as early as next week, and may seek a valuation as high as about €5 billion. trib.al/DSkQLUL
Neil Campling retweeted
China’s pension system is in danger of running out of money in a decade. Now it faces a new threat: Tens of millions of mostly young workers are refusing to pay into it. Listen to the Big Take Asia podcast trib.al/la0b8YC