Germany: Scholz-Led Traffic-Light Coalition to Redefine Left-Wing Pragmatism
The new coalition will borrow in 2022, & invest in a green, digital transformation over the next 5 years. Germany's large current account surplus...
446 Views
Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
556 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
622 Views
Political Pit Stop 2020: Power Concentrates For the Thai Government
As the year closes, we note the five recent political developments in Thailand. On the balance, it leads to a stronger government and weaker...
899 Views
Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
611 Views