Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy Breakdowns
Upgrading Emerging Markets $EEM $VWO to Market Weight; China/Hong Kong Continue to Bottom $FXI $MCHI $KWEB; Lows Likely in on $ACWI; Commodities...
STOXX Europe 600 Sep 2022 Rebal: ADDs Could Outperform DELs for the Next Few Weeks
The impacts and flow sizes are not very significant but the conventional LONG ADDs-SHORT DELs trade has historically delivered positive returns in...
STOXX Europe Quiddity Leaderboard Sep 2022: 11 ADDs/DELs, Sandvik-Alleima, and More
I see 11 ADDs/DELs based on current numbers but there are several other names that are only a small price change away from becoming ADDs/DELs
Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
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