m&a

ON UK INCOME

Peter Meany, manager of the First State Global Listed Infrastructure fund, reveals the positive drivers for the sector in the months ahead.

First State's Joanne Warner has said greater regulatory scrutiny means mega-cap M&A on the scale of BHP Billiton's failed 2008 bid for Rio Tinto will never return.

Investec has reached an agreement with Evolution to purchase the Williams de Broe owner in a deal worth £233m.

Thames River's Rob Burdett argues that company balance sheets should be healthy enough to see us through the global storm.

JOHCM's Scott McGlashan claims Japanese companies must look beyond Japan to defy its depressed stock market.

Legal & General Investment Management's head of active equities Robert Churchlow believes a surge in M&A activity is set to boost the UK market.

Threadneedle is preparing to take on the management of LV='s retail and institutional fund range.

High yield bonds will return 7%-8% in 2011, according to Ian Edmonds of Legg Mason, driven by a surge in M&A and falling default rates.

ON EUROPE