Cyclical Value Areas Improving -- Add Exposure To Financials, Materials
Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming. We see many actionable opportunities, particularly...
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Weekly Innovation Review (WIRE) #41
Headline Developments: Steam , the video game distribution platform owned by Valve (private), has released the long-rumoured handheld gaming device...
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Weekly Innovation Review (WIRE) #40
Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple
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KT Corp Launches $ Bond; Macro; Rating Changes; New Issues; Talking Heads; Top Gainers & Losers
US Markets retreated from their early gains even after strong Q2 earnings from banking majors JPMorgan and Goldman Sachs (details below). S&P...
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Credit Suisse Group – Here We Go Again
CREDIT SUISSE GROUP: There were already concerns related to various high profile screw-ups. The latest appears to be Greensill-related construction...
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