Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
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Global Emerging Markets Weekly: 12 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
364 Views
Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
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Screening the Silk Road: Q4 2021 High-Risk Names to Avoid
As we move through into Q1 2022, we expect to see volatility around highly priced & leveraged names. This screen is a key starting point towards...
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Japan Consumer Discretionary:Â Benefiting from China's Downfall
Against a backdrop of plummeting exposure in China Consumer Discretionary stocks, active Global managers have pivoted towards the Japan Consumer...
412 Views