Monitoring For A Bottom; Focus On Defensives
Defensive Sectors including Consumer Staples, Health Care, and Utilities are emerging as leadership -- add exposure. Today we are focusing on...
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Broad Indexes Violate Support But Bright Spots Remain; Buying Energy, Staples, and Utilities
We are highlighting Energy again because it is easily our favorite Sector. Additionally, defensive Sectors including Staples and Utilities display...
445 Views
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
353 Views
UK: What Will Happen in the UK General Election?
Just over a year ago, we published UK Political Risk: Like It or Lump It . In the discussion, we cited a 33% chance of a general election in 2019....
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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