Research

March 31, 2022 - In last month's Merger Monitor, Will Russia Affect M&A?, I asked, "Is this rise in yields , and accompanying perception of increased deal risks, justified?". Since then, $83.6 billion of North American mergers were announced, with 16 in the U.S. and 6 in…

March 30, 2022 - Negative sentiment in the SPAC market has been pervasive. Three factors have driven this negative sentiment: 1. Geopolitical conflict and rising interest rates causing volatility in equities and fixed income, leading to a skittish IPO market. 2. Continuous jawboning from the SEC on increased SPAC…

March 11, 2022 - AlphaRank Top Stocks for March represents Accelerate's predictive equity ranking according to its proprietary multi-factor model. Stocks with the highest AlphaRank are expected to outperform, while stocks with the lowest AlphaRank are expected to underperform. (more…)

March 7, 2022 –AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

February 28, 2022 - With a madman on the loose in Russia, investors have a heightened sense of anxiety in the market, and rightfully so. We have not seen war in Europe for over 70 years, so the current geopolitical drama and accompanying capital markets volatility are foreign to…

February 25, 2022 - In the current highly volatile geopolitical environment, some investors are beginning to transition from a return on capital risk-taking mindset to a return of capital fear-based mode. (more…)

February 11, 2022 - AlphaRank Top Stocks for February represents Accelerate's predictive equity ranking according to its proprietary multi-factor model. Stocks with the highest AlphaRank are expected to outperform, while stocks with the lowest AlphaRank are expected to underperform. (more…)

February 8, 2022 –AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

January 31, 2022 - According to Institutional Investor, "merger arbitrage may be the hottest ticket for solid returns this year." Their bullish outlook for the asset class is three-fold: 1. Record M&A activity - In 2021, global M&A set a new record, surging past $5.8 trillion. As a result, more…

January 28, 2022 - During the SPAC frenzy one year ago, many early-stage businesses with unproven business models were taken public. These unproven business models included electric vehicle manufacturing, space infrastructure, insurance technology, and others. The shares of hyper-growth, unprofitable companies have fallen on hard times. Growth stocks went…