Defensives Worthy of a Tactical Overweight; Buys in Global Health Care, Gold Miners, and Utilities
We have recommended shifting to defensives throughout Feb/March due to our belief that $93 will cap upside on $ACWI. We highlight buys within...
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Shift To Defensives as $ACWI Makes Push for $93; Remain Overweight Europe; Opptys in China/HK, Japan
$ACWI, $ACWX, $EFA, and $EEM all reversing topside their 2-month downtrends. Despite this bullish short-term development, we still expect $93 to...
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ASX Short Interest Weekly (Jul 31st): Ampol, Origin Energy, Stockland, Dexus Property, Transurban
We analyzed ASX short interest report for the past week and highlight short interest changes in Ampol, Origin Energy, Stockland, Dexus Property,...
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Australia: Underweight & Underowned as Allocations Slip to All-Time Lows.
Less than half the active Global managers in our analysis have exposure to Australian stocks, the lowest levels in over a decade.
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Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
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