ZolioTrader Learning Center
ZOLIO MARKET COMMENTARY

Squeezing Yield Before the Storm
Companies are rushing to issue junk bonds before trade tensions spike again. Institutions are buying—but only while the yields justify the risk. Here’s how professional investors time the high-yield market.

The New Lending Hands: Why Banks Are Outsourcing Risk to Shadow Lenders
US banks are lending less to businesses and more to shadow banks. Here’s why this shift matters, what’s driving it, and how it might echo pre-2008 risks—even if today’s safeguards are stronger.

Inside WiseTech’s $2.1 Billion Bet on E2open
WiseTech Global just agreed to buy E2open for $2.1 billion—its biggest deal ever. But what goes into valuing and negotiating acquisitions like these? Zolio breaks down the logic behind the numbers and the gamesmanship behind the deal.

SPACs 2025: The Revival Nobody Asked For, But Everyone Saw Coming
The SPAC market has revived in 2025 as IPO volatility and regulatory changes create opportunities. Small banks and big names return to the scene, but investors beware—median returns remain deeply negative.

Warren Buffett’s Legacy: The Evolution of Value Investing
Warren Buffett is stepping down, concluding a remarkable six-decade run at Berkshire Hathaway. His disciplined approach and evolution of value investing have shaped generations of investors. Here’s how Buffett’s strategies changed over time and why his investment principles still resonate today.

Behind the Headlines: Unpacking Mediobanca’s Bold Move for Banca Generali
Mediobanca’s proposed €6.3bn acquisition of Banca Generali shows why financial deals are never just about price tags. Behind the scenes, political complexities, regulatory challenges, and shareholder dynamics can decide whether deals succeed or stumble.