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...
408 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,...
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Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
384 Views
Attractive Home Dialysis Economics Support Providers' Moats
Undervalued DaVita Healthcare Partners (DVA US) and Fresenius Medical Care Ag & Co (FME GR) are best positioned to capture the incremental...
386 Views
AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
590 Views