Weakness Contained To EM & China Thus Far; Actionable Themes: Tech, Utilities, Financials, Materials
Cracks are beginning to show, particularly in EM/China. Key support violations include the MSCI EM index below $52, the Shanghai Comp below 3500,...
316 Views
Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
477 Views
The UK Economy - After Brexit
The vote to leave the European Union will have both shorter and longer term impacts on the UK economy. There will be a shorter term impact on...
5.5k Views
Markets from Here-Uncertainty Is NOT Risk
Cameron has to take the fall as he took a huge strategic risk for partisan reasons, misreading the mood. The question is: do you as a business...
430 Views
Molten Ventures — FY25 trading update – key takeaways
Molten’s FY25 trading update (to end-March 2025) showed a positive uptick in portfolio valuations in the second half of the company’s financial...
296 Views