Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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