Australia Short Interest - August in Review
Of the 134 companies that reported annual results in August, 65% missed their targets on the top line and just over half reported a rise in profits...
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Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
537 Views
Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
551 Views
Aussie Equities Month in Review (July 2019)
After a surge last month, downgrades were well below average during July. However, the ASX 200 again ignored signs earnings were slowing and...
456 Views
Global Equities Nearing Potential Resistance
we believe global equities remain in a state of purgatory and consolidation is likely to continue as several major indexes approach logical...
558 Views