Primer: Hannover Rueck (HNR1 GR) - May 2026
Leading Market Position with Diversified Portfolio: Hannover Rueck is the third-largest reinsurer globally, boasting a well-diversified...
99 Views
MSCI Emerging Markets Finally Join the Rally; China/HK Improve; Upgrading Taiwan, Downgrading Brazil
MSCI EM Finally Joins the Rally; China/Hong Kong Continue to Improve; Downgrading Brazil to Market Weight; Upgrading Taiwan to Overweight;...
580 Views
Remain Overweight and Add Exposure to Japan; Buys in Insurance, Services, Tech, Staples, Utilities
Remain Overweight and Add Exposure to #Japan; $TOPIX continues to hold above 5-month support at 2200-2215. Next down supports being tested at 4000...
686 Views
False Breakdowns on Global MSCI Indexes as the US Dollar Weakens; Ideas Within Energy & Financials
Global sovereign bond yields remain on an upward trajectory, with 10-year yields hitting multi-year highs this week in many countries; we expect...
416 Views
Value Sectors Take The Lead On Rising Global Yields; Buying Energy and Financials
Two Sectors that stand to benefit most from rising rates include Energy and Financials. We recommend adding exposure to these Sectors as we see a...
576 Views