JPX Nikkei 400 Index Rebalance: Big Turnover, Big Impact & A Market Consultation
There are 41 adds and 40 deletes for the JPX NK 400 Index. One-way turnover is high at 8.16% and will result in a trade of JPY 468bn. There will be...
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Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
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JAPAN PASSIVE:Â The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE:Â BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
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