Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus
We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...
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Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives
Q3 results of large U.S. medtech companies recorded procedure volume growth. However, macroeconomic headwinds are expected to prevail. Similar...
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🇯🇵 JAPAN • Results & Revisions 14th August - Damn the Torpedoes
DAMP THE TORPEDOES - After four additional days of results and revisions announcements, our aggregate trailing and forecast profit data are mainly...
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🇯🇵 JAPAN MARKET UPDATE 18th May - "Worsening"
"WORSENING" - The Cabinet Office updated their Business Condition Leading Indicator for March this week, confirming the trend already apparent from...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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