Regulators' likely demands on the Ball-Rexam deal would undermine industry economics.
High offer price for BG Group drags Shell's fair value estimate lower.
We think it will hold up well against the threats of challenger banks and digital banking.
Near-term execution issues have left BG Group shares in the bargain bin, but Shell is still paying a hefty price for the firm, writes Morningstar analyst Stephen Simko.
Strong brands and cost advantages are key in the current global consumer spending environment.
Utilities' 23% total return through mid-December topped all sectors except for M&A-fueled health care.
U.K.-based Latchways' fall protection products keep workers--and the firm's competitive advantages--safe.
We think Prudential is overvalued and investors could be better off with Aviva.
With roughly two thirds of this sector enjoying a narrow or wide economic moat, we continue to find pockets of opportunity when short-term concerns outweigh our forecasted long-term growth trajectories.
The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.