Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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Mainfreight: Flight to Quality
MainfreightFlight to Quality OUTPERFORM Mainfreight (MFT) reported a preliminary 1H21 result in tandem with its Tauranga investor day, which...
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Transport Trends: Out of First Gear, But Not at Full Throttle
Transport TrendsOut of First Gear, But Not at Full Throttle There are distinct winners and losers in the transport sector from COVID-19 to-date;...
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Mainfreight: Q2 Peer Read-Through — A Blue Blooded Anomaly
MainfreightQ2 Peer Read-through — A Blue Blooded Anomaly OUTPERFORM Second quarter 2020 results from Mainfreight's (MFT) key global peers...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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