EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
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Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
951 Views
An Assessment of the Global Auto Industry: Â OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
519 Views
Europe HY Trade Book - December 2023 - Lucror Analytics
The Europe HY Trade Book for December 2023 includes current trade recommendations drawn from our European HY coverage universe, along with...
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