Quiddity Leaderboard Nasdaq100 Jun26 Rebal: Final Expectations
First Nasdaq 100 quarterly rebal under the new rules: five DELs, five ADDs, and ~US$9.4bn of one-way flow expected in June 2026.
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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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Immigration Reform Is Arriving Too Late to Disrupt Offshore IT Service Firms
With U.S. President Donald Trump ordering a full review of the H-1B visa program in April 2017, and recently endorsing the Reforming American...
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Don't Fret Over Looming H-1B Visa Restrictions, We See Upside in Offshore IT Services
Legal immigration reform remains a target for the new U.S. administration under President Donald Trump, and while the final legislature and impact...
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