Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
399 Views
Procurri: Still at 3.8x EBITDA; While Two Competitors Sold at 13x EBITDA in July = Wake Up Mr.Market
Procurri Corporation (PROC SP) reported 1H19 results which showed a mixed picture. While revenues were down slightly, gross margins were up...
794 Views
Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
664 Views
Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
734 Views
Global Equity Strategy:Â Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
673 Views