Cleanaway (8422): Buy More
​Cleanaway's +227% revenue surge in May 2026. Taiwan's new legislation further solidifies Cleanaway's growth potential and importance in the tech...
108 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
604 Views
Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
734 Views
Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
678 Views
Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTIONÂ - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
482 Views