UK Index Forecasts - Jun26: ROSE Blossoms Into F250 Following Listing Transfer
ROSE LN was the highest-impact trade of the UK index at the June 2026 review with its inclusion to F250 and All-Share following listing transfer to...
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1Q2026 Letter to Investors
The first quarter's results were driven by mining and energy investments. The Norwegian upstream complex (Var Energi, Equinor, Aker BP), joined by...
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Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
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Quiddity Leaderboard SE600 Sep26: Seven Regular ADDs/DELs Likely; Four M&A Deals Coming Up
Early predictions for the September 2026 rebal show four intra-review changes before the rebalance and seven regular changes during September.
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Repsol, Petronas & Mitsui Make Massive Gas Find in Indonesia
Repsol SA (REP SM)'s discovery is very significant for the companies involved and others around the area, which we discuss in detail below. It is...
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