Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
769 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 --...
718 Views
MSCI ACWI Ex-U.S. Breaking Topside Its Downtrend:Â Europe & The UK Look Attractive
The MSCI ACWI ex-U.S. is breaking topside its nearly 14-month downtrend and above key resistance. The move is being fueled by improvements...
737 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
836 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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