Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Macroeconomics

<span style='font-family: "Calibri",sans-serif; font-size: 14pt; mso-fareast-font-family: "Times New Roman"; mso-ansi-language: EN-AU; mso-fareast-language: EN-AU; mso-bidi-language: AR-SA; mso-bidi-font-family: Helvetica; mso-bidi-font-weight: bold;'>The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy.&nbsp;&nbsp;Monetary policy in the euro area remains slow to respond to the persistent decline in inflation and as a result, the region is vulnerable to any shock that leads to further disinflation or outright deflation.&nbsp; The IMF appears to have adopted the Larry Summers ‘secular stagnation’ view of the post crisis global economy, which draws heavily on the Reinhart/Rogoff interpretation of history; that recoveries from balance sheet recessions are structural and therefore painfully slow.&nbsp; As long as the IMF and other economic forecasters continue to downgrade expectations of global growth, investors should be overweight safe assets and defensive sectors within stock markets, particularly companies that offer sustainably high payout yields, and strong earnings predictability.&nbsp;

The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy.&nbsp;&nbsp;Monetary policy in the euro area remains slow to respond to the persistent decline in inflation and as a result, the region is vulnerable to any shock that leads to further disinflation or outright deflation.&nbsp; The IMF appears to have adopted the Larry Summers ‘secular stagnation’ view of the post crisis global economy, which draws heavily on the Reinhart/Rogoff interpretation of history; that recoveries from balance sheet recessions are structural and therefore painfully slow.&nbsp; As long as the IMF and other economic forecasters continue to downgrade expectations of global growth, investors should be overweight safe assets and defensive sectors within stock markets, particularly companies that offer sustainably high payout yields, and strong earnings predictability.&nbsp; 

The IMF's Patience with the ECB Wears Thin

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Thematic (Sector/Industry)

<ul><li>Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; </li><li>In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. </li></ul>

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. 

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Mettler Toledo International Inc / Equity Bottom-Up

Mettler Toledo International Inc (MTD US)

<ul><li>Mettler-Toledo International Inc. reported its financial results for the second quarter of 2025, navigating a complex landscape marked by tariff pressures and varied market dynamics.</li><li>The company's sales were $983 million, reflecting a 2% increase in local currency and a 4% increase in U.S. dollar terms, highlighting growth in the Americas and Asia/Rest of the World, while sales in Europe were flat.</li><li>The Laboratory products sector experienced a modest 1% growth, offset by stronger performance in the Industrial segment, particularly in product inspection, which grew by 8%.</li></ul>

Mettler-Toledo International Inc. reported its financial results for the second quarter of 2025, navigating a complex landscape marked by tariff pressures and varied market dynamics.The company's sales were $983 million, reflecting a 2% increase in local currency and a 4% increase in U.S. dollar terms, highlighting growth in the Americas and Asia/Rest of the World, while sales in Europe were flat.The Laboratory products sector experienced a modest 1% growth, offset by stronger performance in the Industrial segment, particularly in product inspection, which grew by 8%.

Mettler-Toledo: Europe, China, & U.S. Biopharma Markets Can Become Its Biggest Growth Avenues!

<ul><li>Mettler-Toledo International Inc. reported its first quarter 2025 financial results, revealing both challenges and opportunities for investors considering this precision instrument and service provider.</li><li>The company's performance was characterized by diverse regional trends, product line variability, and external economic influences, such as global trade uncertainties and tariffs.</li><li>Positive aspects highlighted in the earnings call include solid growth in the Laboratory segment, with Mettler Toledo benefiting from recent innovations in products like balances, titrators, and thermal analysis instruments.</li></ul>

Mettler-Toledo International Inc. reported its first quarter 2025 financial results, revealing both challenges and opportunities for investors considering this precision instrument and service provider.The company's performance was characterized by diverse regional trends, product line variability, and external economic influences, such as global trade uncertainties and tariffs.Positive aspects highlighted in the earnings call include solid growth in the Laboratory segment, with Mettler Toledo benefiting from recent innovations in products like balances, titrators, and thermal analysis instruments.

Mettler-Toledo: An Insight Into Its Latest Pricing Strategy

<ul><li>Mettler-Toledo International, Inc. recently concluded its fourth-quarter 2024 earnings call, where they reported a robust quarter, marked by solid financial performance and operational execution.</li><li>The company noted strong customer demand for its Laboratory products, particularly in Europe, which, alongside effective margin improvement initiatives, resulted in commendable adjusted EPS and cash flow.</li><li>Despite challenging market conditions, Mettler-Toledo succeeded in delivering positive financial outcomes and continues to focus on long-term growth strategies like innovation and market leadership extension.</li></ul>

Mettler-Toledo International, Inc. recently concluded its fourth-quarter 2024 earnings call, where they reported a robust quarter, marked by solid financial performance and operational execution.The company noted strong customer demand for its Laboratory products, particularly in Europe, which, alongside effective margin improvement initiatives, resulted in commendable adjusted EPS and cash flow.Despite challenging market conditions, Mettler-Toledo succeeded in delivering positive financial outcomes and continues to focus on long-term growth strategies like innovation and market leadership extension.

Mettler-Toledo: A Tale Of Geographic Expansion & Market Penetration To Sustain Its Growth Trajectory!

United States

Mettler-Toledo International Inc. manufactures and markets weighing instruments for use in laboratory, industrial, and food retailing applications.  The Company also supplies several related analytical and measurement technologies. Mettler-Toledo provides its services to customers worldwide.

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Mettler Toledo International Inc (MTD US)

The IMF's Patience with the ECB Wears Thin

The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...

Sam Ferraro

Never Trust A Swiss Central Banker

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...

Kay Van-Petersen

Mettler-Toledo: Europe, China, & U.S. Biopharma Markets Can Become Its Biggest Growth Avenues!

Mettler-Toledo International Inc. reported its financial results for the second quarter of 2025, navigating a complex landscape marked by tariff...

Baptista Research

Mettler-Toledo: An Insight Into Its Latest Pricing Strategy

Mettler-Toledo International Inc. reported its first quarter 2025 financial results, revealing both challenges and opportunities for investors...

Baptista Research

Mettler-Toledo: A Tale Of Geographic Expansion & Market Penetration To Sustain Its Growth Trajectory!

Mettler-Toledo International, Inc. recently concluded its fourth-quarter 2024 earnings call, where they reported a robust quarter, marked by solid...

Baptista Research

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