Critical Supports Holding in the US, Europe, & Japan; Buying Health Care, Utilities, Materials, Tech
Various indicators are making a turn for the better, including early signs of interest rates bottoming in the US and Germany, a false breakdown in...
282 Views
Weakness Contained To EM & China Thus Far; Actionable Themes: Tech, Utilities, Financials, Materials
Cracks are beginning to show, particularly in EM/China. Key support violations include the MSCI EM index below $52, the Shanghai Comp below 3500,...
274 Views
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...
476 Views
Screening the Silk Road: (Small) Mid Cap Free Cash Flow
Since February 2012, Asia Pacific listed companies exhibiting growth characteristics have out performed their value peers. As we head towards the...
482 Views
Quality Counts: A Screen of ASX 200 Earnings Quality
Despite relatively sluggish price performance, the ASX 200 has provided global investors with strong returns that have seen it outperform both...
597 Views