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...Ray Dalio’s Bridgewater had a rare blip in the group’s flagship Pure Alpha fund which ended the year almost flat. Its All Weather strategy was up 16 per cent....
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...For the combined company, Aveva expects a PF revenue of c.£1.2 bn and Adjusted EBIT of c.£330 mn (c.28% margin)....
...at the ‘C-suite’....
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...We expect organic declines of c.-3% for FY 2020. Both companies saw flat organic growth in March and are benefitting from short-term additional demand, especially in the US (c.30% of sales)....
...However, on metrics that smooth out investment, like P/E, BT looks very cheap, on 6x P/E (sector 15x). Our price target remains 130p....
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