Advised by Water Island Capital
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ArbCast

 

The ArbCast

A Water Island Capital podcast, offering concise and timely insights into the world of event-driven investing.

 

Episode 2: Trade Wars vs. M&A

 

In this episode, Sanjay Pall – a Portfolio Manager at Water Island Capital specializing in the EMEA (Europe, Middle East, Africa) region – discusses the impact of trade wars on mergers and acquisitions (M&A) activity, cross-border transactions, and merger arbitrage.
[Transcript]

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarantee of future results. Please visit the glossary for definitions of terms.