U.S. Equity Strategy: Market Still Susceptible
We remain concerned about the prospect for additional weakness for the broad market due to deterioration in several metrics that we often turn to...
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U.S. Equity Strategy: Neutral Outlook; Opportunities Within Staples and Utilities
In last week’s Compass (5/14) we laid our case for a more cautious outlook as a result of several negative developments, including breakdowns for...
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Climate Action - School Strikes Hit a Spot, Carbon Emitters Face Heat. Investors Take Note
On Friday, March 15th, an estimated 1.6 million students in over 120 countries (source: Time magazine) walked out of classrooms and took to streets...
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Varun Beverages: Changes in Longest Exclusive Pepsi Agreement & What Does that Mean?
​Varun Beverages extends bottling agreement with PepsiCo in India until 2049, gaining more flexibility to expand beyond PepsiCo's portfolio. Key...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending December 22, 2018
Highlights of significant recent happenings include: Feeding the Dragon - Sumitomo Corp (8053 JP) buying into massive Chile copper...
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