Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
664 Views
Time to Dissect Aussie Growth Stocks
Growth stocks have again out-performed Value since the start of the year supported by declining bond yields and solid EPS growth. In our March...
699 Views
A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
223 Views
Macquarie Atlas - On Track to Internalization Before AGM
Macquarie Group Ltd (MQG AU) is selling 75.9m shares of Macquarie Atlas Roads Group (MQA AU) worth approximately US$337m. Post-sale, Macquarie...
349 Views
Smartkarma: ECM Coverage Weekly Update (16 September 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. The ECM madness...
344 Views