Overweight Value Within Global Ex-U.S. Equities; DXY Below $105.70; Buys in Global Value
We're constructive on global equities as long as $ACWI is above $93 support, however, the 10-year Treasury yield $TNX is breaking above 4.35%...
569 Views
Topix FFW Transition - Insurance Sector a Big Net Sell
TOPIX FFW Rebalance disfavours the insurance sector as 1.55% of float is a net sell over three months. The intra-sector flows favor Japan Post...
575 Views
Japan Financials: Bottoming Out?
Japan Financials have suffered a long-term decline in exposure among active Global fund managers. However, there are signs that ownership levels...
366 Views
Pair Trading Ideas - Asian Financials
Pair trades on large cap Asian financials that trade in excess of US$20m a day. These pairs trade in bands versus each other and currently offer...
423 Views
Global Fund Positioning in Japan:Â Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
389 Views