Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
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Aussie Equities Month in Review (April 2019)
The RBA appears set to lower the official cash rate for the first time since August 2016 after the Q119 data showed it was moving away from the...
510 Views
Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
725 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (18 May 2026)
Discover 15 pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
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Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (9 May 2026)
Discover 16 pair trade opportunities across four markets and nine sectors using statistical mean-reversion methodology for actionable insights.
308 Views