EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
622 Views
Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
568 Views
Global Equity Strategy: Market Deterioration Continues; Cyclical & Growth Sectors Breaking Down
In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in...
507 Views
Getting to a New Cold War-I: Trade Tension and the Continuing Challenge of Capital Flight
We do not view US Vice President Pence's 4th October speech as heralding the start of a new Cold War, as its adversarial content about China's...
516 Views
S&P 500:Â How Serious Is This Sell-Off?
Serious. It could easily mark the beginning of a bear market.So I have posted below Friday's commentary from Global Markets Review. The previous...
452 Views