Stock Movers Schroders Deal, Adyen Wipe Out, Hermes Beat
Feb 12, 2026
Louise Moon, Bloomberg breaking news editor known for market analysis, walks through big corporate moves. She covers Nuveen’s takeover of Schroders and the scale it creates. She discusses Adyen’s sharp market drop after downgraded revenue outlook. She highlights Hermès’ strong sales driven by Birkin demand and resilience versus peers.
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Scale Solves Schroders' Weaknesses
- Nuveen's £9.9 billion purchase of Schroders creates a nearly $2.5 trillion active asset manager and ends Schroders' 200+ years of independence.
- Louise Moon says the deal addresses Schroders' scale and underperformance versus peers by combining UK and US strengths.
Adyen Hit By Weaker US Demand
- Adyen cut its revenue-growth guide to up to 22% from mid-20s, blaming economic uncertainty and a weaker dollar.
- Louise Moon links the softer outlook to US consumer weakness and the company's exposure to large American clients.
Hermès' Scarcity Strategy Pays Off
- Hermès posted Q4 revenue up 9.8% driven by strong demand for Birkin bags and across most markets and products.
- Louise Moon notes Hermès' scarcity strategy and top-end focus help it outperform rivals like LVMH.