Global Stall Speed Growth Confirmed
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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Deutsche Bank - When Will This Old Nag Be Put Down?
*Delays and inefficiency in restructuring execution.* Inability to meet strategic targets will have an adverse impact.* Continued deterioration in...
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European Banks: Exemplars of Climate Finance
Last week, I published a report and used a proverb as entré into the main topic.For this report, a particular colloquial idiom seems appropriate:...
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Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
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