Primer: Fresenius Medical Care & (FME GR) - May 2026
Global Leader in a Non-Discretionary Market: Fresenius Medical Care is the world's leading provider of products and services for individuals...
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Continue to Avoid A.I. Areas; Korea Slicing Through Supports
Continue to Avoid A.I. Areas; Korea Slicing Through Supports. Actionable Themes: Services, Health Care, Consumer Staples, and Real Estate
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Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives
$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...
661 Views
Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
556 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
622 Views