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...
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Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
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Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018
The semiconductor WFE segment experienced a record year in 2017, one which finally saw it eclipse the $48 billion spending achieved seventeen years...
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A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
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Alfen Beheer BV - What's New(s) in Amsterdam
In this edition: • ABN Amro | 4Q25 falls short of market expectations • Ahold Delhaize | solid finish of the year in a challenging...
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