Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
283 Views
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
276 Views
Boost Research
New J Hutton – Exploration Report (Weeks Ending 30/08/19)
We examine at what stage the current commodities Supercycle exists Using BoC data, it appears that three of four commodity trends are...
611 Views
Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
491 Views
U.S. Equity Strategy: Outlook Deteriorating; Upgrading Staples
In this report we outline important technical levels to watch for U.S. indexes and highlight several negative developments which lead us to a more...
627 Views