Continuing M&A activity, restructuring and new tech leave Sarasin bullish

Christopher Pease, of Sarasin, outlined three investment themes. The first one is corporate restructuring. "There is a lot of M&A activity going on at the moment and that is also very much part and parcel of the restructuring. In fact, this year for the first time M&A activity in Europe is actually higher than it is in the US which is quite a turnaround," said Pease. He added: "The typical US citizen at the moment apparently looks at 1,500 advertisements a day from the time he gets up in the morning to the time he goes to bed, so it is far harder for advertisers to acquire new customers thr...