BREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcast

Reuters04-02 13:12

The host is a Reuters Breakingviews columnist. The opinions expressed are his own.

By Jonathan Guilford

NEW YORK, April 2 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.

Listen to the podcast

The mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI.

Follow Jonathan Guilford on X and LinkedIn.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2624527476?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-02 13:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2624527476","market":"us","top_or_hot":-1,"title":"BREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcast","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcast</title></head><body><p>The host is a Reuters Breakingviews columnist. The opinions expressed are his own.</p><p>By Jonathan  Guilford</p><p>\n<span>NEW YORK, April 2 (Reuters Breakingviews)</span><span> - </span>Follow on Apple or <a href=\"https://laohu8.com/S/SPOT\">Spotify</a>. Listen on the Reuters app. Read the episode transcript.</p><p>\nListen to the podcast\n</p><p>The mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI.</p><p>Follow Jonathan Guilford on X and LinkedIn.</p><p>FURTHER READING</p><p>\n<span>M&amp;A jamboree swings to syncopated rhythm</span>\n</p><p>\n<span>Pernod and Jack Daniel’s would be a stiff cocktail</span>\n</p><p>\n<span>Estée Lauder’s Puig approach fails the smell test</span>\n</p><p>Visit the <a href=\"https://laohu8.com/S/TMSOF\">Thomson Reuters</a> Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. </p><p>(Editing by Sheryl Peña and Gregory Garner; Production by Aditya Srivastsav)</p><p>((katrina.hamlin@thomsonreuters.com))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-04-02 13:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcast</title></head><body><p>The host is a Reuters Breakingviews columnist. The opinions expressed are his own.</p><p>By Jonathan  Guilford</p><p>\n<span>NEW YORK, April 2 (Reuters Breakingviews)</span><span> - </span>Follow on Apple or <a href=\"https://laohu8.com/S/SPOT\">Spotify</a>. Listen on the Reuters app. Read the episode transcript.</p><p>\nListen to the podcast\n</p><p>The mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI.</p><p>Follow Jonathan Guilford on X and LinkedIn.</p><p>FURTHER READING</p><p>\n<span>M&amp;A jamboree swings to syncopated rhythm</span>\n</p><p>\n<span>Pernod and Jack Daniel’s would be a stiff cocktail</span>\n</p><p>\n<span>Estée Lauder’s Puig approach fails the smell test</span>\n</p><p>Visit the <a href=\"https://laohu8.com/S/TMSOF\">Thomson Reuters</a> Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. </p><p>(Editing by Sheryl Peña and Gregory Garner; Production by Aditya Srivastsav)</p><p>((katrina.hamlin@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0985489474.SGD","symbol_name":"First Eagle Amundi International AHS-C SGD-H","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260402:nL6N40H051:1","article_id":"2624527476","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624527476","pubTimestamp":1775106739,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcastThe host is a Reuters Breakingviews columnist. The opinions expressed are his own.By Jonathan  Guilford. NEW YORK, April 2  - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.The mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI.Follow Jonathan Guilford on X and LinkedIn.FURTHER READING. Pernod and Jack Daniel’s would be a stiff cocktail","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU2242646235.USD":"FIDELITY FUNDS GLOBAL DIVIDENDS PLUS \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4534":"瑞士信贷持仓","NFLU":"2倍做多NFLX ETF-T-REX","LU0997586432.USD":"FIDELITY SUSTAINABLE EUROPE EQUITY \"A\" (USDHDG) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","IE0034235071.USD":"PINEBRIDGE EUROPE RESEARCH ENHANCED EQUITY \"A\" (USD) ACC","NFLW":"Roundhill NFLX WeeklyPay™ ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0237698245.USD":"富达环球地产基金A","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","NFLY":"NFLX期权收益策略ETF-YieldMax","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1046421449.USD":"FIDELITY EUROPEAN MULTI ASSET INCOME \"A\" (USDHDG) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1481599808.USD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"AUC\" (USDHDG) INC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0997587240.USD":"FIDELITY EUROPEAN DIVIDEND MINCG \"A\" (USDHDG) DIST","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU1078025761.USD":"NINETY ONE GSF EUROPEAN EQUITY \"A\" (USDHDG) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","LU1863844749.USD":"TEMPLETON EUROLAND \"A\" (USD) INC","LU1150488218.USD":"First Eagle Amundi Income Builder AU2-MD USD","NFXL":"2倍做多NFLX ETF-Direxion","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1019632923.USD":"Blackrock European Equity Income A6 USD-H","NFXS":"1倍做空NFLX ETF-Direxion","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1023061473.USD":"BGF EUROPEAN VALUE \"A2\" (USD HDG) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1150488135.SGD":"First Eagle Amundi Income Builder AHS-MD SGD-H","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU1487256676.USD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"ZUH\" (USDHDG) ACC","EL":"雅诗兰黛","LU2091194634.USD":"BGF EUROPEAN EQUITY INCOME \"A2\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1019634622.SGD":"Blackrock European Equity Income A6 SGD-H","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2242646821.SGD":"Fidelity Global Dividend Plus A-MINCOME(G)-SGD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0964806797.USD":"UBS (LUX) EQUITY FUND - EUROPEAN OPPORTUNITY SUSTAINABLE (EUR) \"P\" (USHDG) ACC","BK4585":"ETF&股票定投概念","LU0731783048.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC MONTHLY (G)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2242652126.USD":"FIDELITY FUNDS GLOBAL DIVIDENDS PLUS \"A\" (USD) INC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4587":"ChatGPT概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4558":"双十一","LU0506197887.SGD":"Janus Henderson Horizon Pan European Absolute Return A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0971552830.HKD":"ALLIANZ EUROPEAN EQUITY DIVIDEND \"AM\" (HKDHDG) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU1023061713.HKD":"BGF EUROPEAN VALUE \"A2\" (HKDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00BVYPNT70.USD":"GUINNESS EUROPEAN EQUITY INCOME \"C\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0127657111.USD":"EASTSPRING INVESTMENTS PAN EUROPEAN A","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4588":"碎股","IE00BVYPNS63.GBP":"GUINNESS EUROPEAN EQUITY INCOME \"C\" (GBP) ACC","LU0048578792.EUR":"FIDELITY EUROPEAN GROWTH \"A\" INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1400636657.SGD":"Allianz Europe Income and Growth Cl AMg DIS H2-SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1051770623.HKD":"BGF EUROPEAN EQUITY INCOME \"A6\" (HKDHDG) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1003076772.USD":"BGF EUROPEAN EQUITY INCOME \"A5G\" (USDHDG) INC","LU0772969993.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0575583348.USD":"SCHRODER ISF UK EQUITY \"A\" (USD) INC AV","LU1481011671.HKD":"FIDELITY GLOBAL DIVIDEND \"A\" (HKDHDG) INC","03165":"华夏欧优股对冲","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4125":"广播","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1481011911.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USDHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","UL":"联合利华(英国)","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU0997586606.USD":"FIDELITY EUROPEAN GROWTH \"A\" (USDHDG) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1509826696.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC B","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2114397693.USD":"BGF EUROPEAN EQUITY INCOME \"A\" (USDHDG) INC","LU1920063259.USD":"FIDELITY FUNDS GLOBAL DIVIDEND PLUS \"A\" (USDHDG) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4566":"资本集团","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1920062954.HKD":"FIDELITY FUNDS GLOBAL DIVIDEND PLUS \"A\" (HKDHDG) INC","LU0742537680.HKD":"FIDELITY GLOBAL DIVIDEND \"A \" (HKD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4504":"桥水持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BGHQDW50.EUR":"GUINNESS EUROPEAN EQUITY INCOME \"C\" (EUR) ACC","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4183":"个人用品","LU0971552673.USD":"Allianz European Equity Dividend Cl AM DIS H2-USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1153584641.USD":"BGF EUROPEAN EQUITY INCOME \"A2\" (USDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1481600234.SGD":"THREADNEEDLE (LUX) UK EQUITY INCOME \"ASC\" (SGDHDG) INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1119994140.HKD":"FIDELITY EUROPEAN DIVIDEND MINCG \"A\" (HKDHDG) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0889565080.SGD":"FTIF - Templeton European Opportunities A Acc SGD-H1","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1046248800.SGD":"Allianz European Equity Dividend Cl AM DIS H2-SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4524":"宅经济概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK5127":"个人用品","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4527":"明星科技股","LU0345777659.USD":"NINETY ONE GSF EUROPEAN EQUITY \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1863844665.USD":"TEMPLETON EUROLAND \"A\" (USD) ACC A","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0550127509.SGD":"富达欧洲增长基金SGD","LU1302929846.USD":"ALLIANZ EUROPEAN EQUITY DIVIDEND \"AMG\" (USDHDG) INC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU3187612489.SGD":"TEMPLETON EUROPEAN INSIGHTS \"A\" (SGDHDG) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2401740654.USD":"FIDELITY SUSTAINABLE GLOBAL DIVIDEND PLUS \"A\" (USD) INC","LU0345777147.USD":"NINETY ONE GSF EUROPEAN EQUITY \"A\" (USD) ACC","LU1599440770.SGD":"FIDELITY GLOBAL DIVIDEND \"A\" (SGDHDG) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1015430645.USD":"SCHRODER ISF UK EQUITY \"A\" (USDHDG) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4135":"资产管理与托管银行","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1989763690.USD":"东方汇理世代食品基金A2 Acc","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1989763427.SGD":"CPR Invest - Food For Generations A2 Acc SGD-H","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0171281750.USD":"BGF EUROPEAN VALUE \"A2\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NFLP":"KURV YIELD PREMIUM STRATEGY NETFLIX (NFLX) ETF","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","BK4581":"高盛持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4532":"文艺复兴科技持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"translate_title":"BREAKINGVIEWS–复兴的交易撮合者面临复兴的挑战：播客","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLW":0.6,"NFLY":0.6,"NFLP":0.6,"NFXS":0.6,"03165":0.6,"UL":1.88,"NFLU":0.6,"NFXL":0.6,"EL":1.85},"content_text":"BREAKINGVIEWS-Revived dealmakers confront resurgent challenges: podcastThe host is a Reuters Breakingviews columnist. The opinions expressed are his own.By Jonathan  Guilford\nNEW YORK, April 2 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.\nListen to the podcast\nThe mega-merger boom persists with Unilever’s $65 bln mayo-to-mustard combo while beauty giant Estée Lauder holds talks with Puig. In this week’s Viewsroom, Breakingviews columnists debate whether the good times will keep rolling or if CEOs will get spooked by oil prices and AI.Follow Jonathan Guilford on X and LinkedIn.FURTHER READING\nM&A jamboree swings to syncopated rhythm\n\nPernod and Jack Daniel’s would be a stiff cocktail\n\nEstée Lauder’s Puig approach fails the smell test\nVisit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. (Editing by Sheryl Peña and Gregory Garner; Production by Aditya Srivastsav)((katrina.hamlin@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2624527476","isCrawlerRequest":true}