Bridgewater: M&A Cycle Not Over, Equities Will Continue To Rise

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Rupert Hargreaves
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Updated on

At the beginning of October, in one of its “Daily Observations” newsletter, Bridgewater Associates weighed in on the state of the M&A market, asking the question, “where are we in the M&A cycle”?, according to a recent note reviewed by ValueWalk. [dalio] On the face of it, figures suggest that the explosion in M&A activity can continue in the short-term. Although, the market is becoming increasingly vulnerable to an eventual tightening of monetary policy or slow down of economic activity further down the road. Looking at historic M&A cycles over the past three-and-a-half decades, US acquisitions as a percentage of GDP…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk