Building Weekly
Building weekly New Zealand Surging new mortgage lending (Dec.): Total new mortgage lending up +22% yoy including owner-occupiers +19% and...
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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...
516 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
665 Views
Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
528 Views
Global Equity Strategy: Prevailing Trends Persist
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Continued weakness in global...
530 Views