Have quality companies become too expensive?

We often stress the fact that our investment methodology leads us to focus on high-quality companies. We define these as companies with a very sound balance sheet and specific competitive advantages that enable them to stand out from the competition and g


These Five Trends Could Spark A Global M&A Surge, Say AB

“Execution is critical, as countless deals end up destroying value because integration proves much more complicated than expected. In selecting stocks for an equity portfolio, we would be wary of building an investment case just on a potential acqui


Emerging Market Companies to Grow Rapidly

Henderson just launched their new emerging markets fund, however, year —to-date, the best performing funds in the class were with Wholesale plus, Lazard, OnePath and Colonial First State