Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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Copper Miners Breaking Out Around The Globe -- Buy
In this report we lay out what we believe is a compelling case to add exposure to copper miners at current levels, highlighting the following...
514 Views
U.S. Equity Strategy: Upgrading Materials To Overweight
We continue to have a bullish outlook and we believe the path of least resistance remains higher. Perhaps the most important thing which supports...
427 Views
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
710 Views
Weakening Dollar, Strengthening Commodities
We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also...
653 Views