Cheryl Allan on LinkedIn: To Cut or Not to Cut? | 06/10/2024 Market Strategy (2024)

Consider taking a look at the current offering as an alternative to cash being held in a checking account. Please give me a call if you would like to discuss this or money market options.

The summer season is a fantastic time to relax and soak up the sun, but have you considered taking advantage of the slower workload to plan your retirement strategy? Read our latest article for tips on how you can be proactive with your finances to ensure a comfortable retirement lifestyle for many summers to come.

The M&A market has been impacted by regulatory challenges that have widened spreads and created uncertainty in deal closings. Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, is joined by Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management, to discuss the drivers of merger arbitrage and the potential risks and returns.Together, they cover catalysts for deals such as technological innovation, revenue cliffs, growth expectations, and synergies. Additionally, they evaluate cross-border deals and consider regulatory complexities and geopolitical tensions. https://bit.ly/3Xd8yrK#ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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For now the operative word in our view remains “resilience” with the Fed still on pause and inflation stickier than desired keeping the Fed’s 2% inflation target elusive

In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/3V28Wq3#ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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We’re raising our rating for the utilities sector from Underperform to Perform and nudging up our suggested weighting.

Consider taking a look at the current offering as an alternative to cash being held in a checking account. Please give me a call if you would like to discuss this or money market options.