Part 4/7:
The conversation transitioned towards asset allocation, with discussions about where institutional money should flow in the context of upcoming CPI and PPI data. There was a common perspective that fixed income assets should attract even more investment as market conditions become more favorable.
Mergers and Acquisitions Take Center Stage
Several major M&A deals were discussed, particularly around Mondelez's potential acquisition of Hershey, reminiscent of a previous, unsuccessful takeover attempt in 2016. Analysts pointed out the shift in market dynamics and consumer behavior since those past attempts, especially around the rise of health-conscious products and changing consumer preferences.