Sticking With Value; Buying Materials & Industrials
Sticking with the theme from last week when we recommended Energy and Financials, two more Sectors that stand to benefit from rising rates include...
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Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
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Morningstar Management Behind the Moat 2018:Â Conference Highlights
Morningstar and PitchBook hosted the 10th annual Management Behind the Moat Conference in Chicago on Nov. 7 and 8, offering our institutional...
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Flash Update: US Shale M&A Frenzy Drives Further Consolidation in Upstream Oil & Gas
A new wave of consolidation is unfolding in the upstream oil and gas industry. Three company takeovers involving US shale E&Ps were announced...
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Global E&Ps: Energy Weekly Vol. 27
Crude Oil (CRUDE OIL COMDTY)Crude prices continued to decline for the third straight week, ending Friday c.2% lower w/w. Price weakness was largely...
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