U.S. Equity Strategy: Cyclicals Are Leadership, Small-Caps Are Closing the Gap.
In our March Strategy we provide a top down analysis of U.S. equity market drivers, and highlight opportunities within the following Sectors:•...
270 Views
Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
1.7k Views
Value Traps: Dinosaur Stocks in the Digital Age
In our experience with Thai equities, MCorp Review identified seven common reasons why some companies either lose market leadership or fail to...
640 Views
Trump's Election Raises Visa Concerns for IT Service Providers, but Workarounds Exist
For some IT services investors, Donald Trump’s election as U.S. president has been a cause for consternation, as the industry is unsure of his...
281 Views
Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
657 Views