Mainfreight (MFT.NZ) - DSV Q2 Read-Through
DSV (DSV.CO), a key international peer for Mainfreight (MFT), reported its 2Q26 result overnight with its share price down ~-14% on the day as...
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EMEA Industrials: Global Consensus Overweight
Over the last 6-months, cash flows into EMEA Industrials have been among the highest across all sectors, with inflows of $1bn, more buyers than...
414 Views
U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
642 Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
430 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
716 Views