U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership
We continue to see compelling signals that suggest risk appetites are improving, which is bullish for the broad market. As a result, we are moving...
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Global Energy Stocks Are Breaking Out -- Buy
In today's report we lay out what we believe is a compelling case to add exposure to global Energy stocks at current levels.
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U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
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2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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U.S. Equity Strategy:
The last several months have been that of digestion and consolidation. While Sector and group leadership have taken a back seat to stock selection,...
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