Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
403 Views
US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
348 Views
Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
323 Views
Hang Seng Index Rebalance Preview: December 2020 - Do We Go Above 50?
The Hang Seng Indexes Company Limited (HSIL) should announce the results of the 2020 Q3 review of the Hang Seng Family of Indexes on 6 November....
976 Views