EMEA Technology Rotation
Global Managers move to their highest ever overweight in the EMEA Technology sector, having been at the forefront of a broader diversification away...
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STOXX Europe Indices: Constituent Changes and Trading Strategy December 2021
A discussion of the constituent changes for the STOXX Europe 600 Index and the EURO STOXX Index in the December 2021 Quarterly Index Review and...
532 Views
RIB Software Tender Offer from Schneider Electric
RIB Software AG (RIB GR) is an application software company that develops and markets planning and control software solutions to the building and...
435 Views
Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
399 Views
U.S. Equity Strategy: Cyclicals Remain Leadership - Staples & Utilities Are Strengthening
Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their...
545 Views