Liquid Universe of European Ordinary and Preferred Shares
Trends The general trend of the last month has been a reduction of the premiums and tightening of the discounts. Some of the previous (May and...
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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...
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EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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Opportunities in Global Energy & Materials Stocks
Commodities and related stocks are on the rise. Crude oil, industrial metals, and lumber prices are all breaking out to new highs and related...
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