Global Macro Take: WK 15. False Gods Be Damned….
Last week’s structural degradation on the USDJPY cross is a messenger bearing grim tidings – a big sell off is imminent – as we sliced through the...
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Stock Market Outlook: Stocks Start to Look More Attractive
We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...
310 Views
Global Macro Take: WK 13. Sitting on the Side-Lines… for Now
Given the tight & very light volumes last week, we really need everyone back in their trading seats to get a lay of the land Key question...
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Stewardship Risk in Focus
Evidente developed a measure of firm complexity and agency costs, which was originally launched for Australian stocks in 2015, designed to provide...
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Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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