Marc’s post was prompted by the announcement of S&P Global merging with IHS Markit in a $44 billion all-stock deal.
At the outset of his article, Marc quotes the senior vice president of investor relations at S&P Global:
“Yes, we think of ourselves as a benchmark company. I mean, data is in vogue now, and people are really kind of a bit obsessed with data, data companies… I think data is nice, it’s interesting. But if you could turn something to a benchmark, it really transcends data.”
We hope this is the first conversation of many with Marc, whose Net Interest newsletter we have found truly exceptional. Our goal is to bring you Marc’s insights into the financial sector on a regular basis.
Marc is a fellow MOI Global member and former hedge fund manager, with 25 years of experience in the financial sector. Net Interest is a weekly newsletter of insight and analysis from the world of finance. Each post explores a theme trending in the sector. Between fintech, economics and investment cycles—there’s always something to talk about!
Members, log in below to access the restricted content.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
Marc Rubinstein serves as managing partner of Fordington Advisors. He is a former analyst and hedge fund manager, most recently at Lansdowne Partners, with 25 years of experience in the financial sector. He is the author of Net Interest, a weekly newsletter of insight and analysis from the world of finance. Enjoyed by the most senior executives and smartest investors in the industry, it casts light on this important sector in an easy-to-read style. Each post explores a theme currently trending in the sector. Between fintech, economics and investment cycles—there’s always something to talk about!The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.