EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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Commodity Prices Bounce in April Led Again by Energy & Metals
New Pricing Forecasts:We included this month our new commodity price forecast table, which ranks key commodities based on their price potential to...
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Trade and Diplomatic War Perks up Aluminum Prices
Grab a beer whilst it is still cheap; we expect consumers of steel and aluminum to pay a higher price because of trade and diplomatic wars. We...
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Aussie Equities Model Portfolio Update
Australia is in a sweet spot. We are sticking to the themes and sector positioning outlined in our 2018 outlook. We still think the ASX200 will...
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Aussie Reporting Season Wrap
A Solid Reporting Season with an Improving Outlook: Reporting season saw more beats than misses for the ASX 200 on both EPS (54% vs 38%) and...
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