Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
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TRACKING TRAFFIC/Container Shipping: Shortage of Empties Creates Surprisingly Tight Conditions
Our monthly index suggests average container rates in March increased by 7.6% YoY despite measurably weak trade activity in key export and import...
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TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
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TRACKING TRAFFIC/Containers & Air Cargo: For Most Box Carriers, Profitability Likely Already Peaked
In H119, container shipping rates in the key Transpacific Eastbound tradelane held up well despite tepid demand, as fleet expansion in most of 2019...
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Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
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