Cyclical Value Areas Improving -- Add Exposure To Financials, Materials
Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming. We see many actionable opportunities, particularly...
342 Views
TMI Snapshot: Metals Points - Restocking Pauses, Copper Sentiment Pulls Back from Extremes
The year-end restocking trade has faded into the Lunar New Year, dragging on the reflation trade. Lithium sentiment is the only standout this...
485 Views
U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
343 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: 3 Adds and Other Changes; US$840m Trade
There are 3 adds for REMX in June. The constituent changes, float changes and capping changes result in an estimated one-way turnover of 9.6% and...
176 Views
Electric Vehicle Observer: September 2018
Electric Vehicle Sales in China and Europe Will Leave U.S. in the Dust, Driving Above-Consensus Global Adoption RatesOver the next decade, battery...
794 Views