Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a âbuy the dipâ strategy is warranted. We...
590 Views
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground -Â Space shortage has disrupted the...
2.6k Views
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why Itâs Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
364 Views
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
321 Views
Port Operators Outlook 2017 -Â Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
921 Views