Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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Global E&Ps: Energy Weekly Vol. 11
Oil PriceCrude oil prices ended the week c.3% lower, with WTI at USD 65.03/bbl and Brent at USD 68.2/bbl and close of business Friday. Trading was...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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Australian Credit: Is There Value Left in the Woolworths Turnaround?
Since the introduction of its new management team in February 2016 and abandonment of its failed venture into the Australian home improvement...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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