Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a âbuy the dipâ strategy is warranted. We...
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Selected European HoldCos and DLC: April 2026 Report
European holdcos remain dispersed: Vivendi at deep discount, Rio offers conditional optionality, while most trade near equilibrium. Convergence...
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The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
782 Views
Mercedes Benz Dodges a Bullet
Local Weibo explodes on obscenities by a foreigner Senior manager believed to have yelled obscenities at a local Chinese. The story became a top...
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Charged Up: Adoption Will Take Off as Electric Vehicles Reach Cost Parity
The market underestimates the potential for electric vehicle (EV) adoption. Bears point to high costs and low range versus internal combustion...
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