Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
660 Views
The Deadcat Bounce in Aussie Value
The Global rotation away from Defensive stocks to cyclical Growth and Value over the past few weeks has not been impressive enough to convince us...
796 Views
China Biologic's Privatisation Redux
On Wednesday after market close, China Biologic Products (CBPO US) announced a surprising privatisation bid from a consortium for $120 per ADS. The...
876 Views
Ramsay Health Care A$1.3bn Placement - A Decent Stock but Past Performance Weighs
Ramsay Health Care's largest shareholder, Paul Ramsay Foundation, is selling AUD 1.3 billion block after market close today. In this insight, we...
835 Views
Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
483 Views