US Value Vs Growth: The Goldilocks Portfolio
Performance between US Value funds andtwo groups has diverged over the last decade, with 2020 seeing an acceleration of the trend.
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U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
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U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
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US FinTech M&A Trend Set to Continue
The trend of 2019’s payment services mega-deals is set to continue but in the form of a greater volume of small transactions. Potential take-out...
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