David Thwaites Quotes
You've basically got steady growth, inflation is not a problem. With the exception of the UK where interest rates are going up, generally you don't have interest rate worries. But I think the markets in Europe, led by Wall Street and the U.S. bond market had gone too far too fast--a correction was needed. 
Tweet
Basically | Steady | Growth | Inflation | Problem |
comments powered by Disqus
It's a familiar story. The market is trying to build a floor but the news flow on the corporate side isn't consistently good enough to build a rally.
- David Thwaites
As far as European companies are concerned, the [United] States is still the place to buy companies and to get long- and medium-term growth. What you've got is a utility in the U.K. that is very much constrained by government price caps and regulations and is looking to expand into freer and faster-growing areas and it's clearly looking at the U.S. This is the third deal they've done in the States and I think it's a good one.
- David Thwaites