Primer: St. James's Place (STJ LN) - Aug 2026
Leadership in Flux Amidst Regulatory Overhaul: St. James's Place is navigating a significant transition under new CEO Mark FitzPatrick, who...
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St. James's Place (STJ LN): Synthetic Expert Call Transcript (22 Jul 2026)
Partner margin compression is driving localized morale challenges: The transition to the unbundled fee structure—specifically the 2.5% cap on...
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Germany and Europe Continue to Lead; Remain Overweight Germany and U.S.; Bullish Outlook Intact
Germany and Europe Continue to Lead; Remain Overweight Germany $DAX $EWG and the U.S. $SPX; Bullish Outlook Intact on $ACWI above $116. $SPX...
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S&P 500 and MSCI ACWI Breaking Out; Upgrading MSCI ACWI to Bullish; Buys in Services, Financials
$SPX and MSCI $ACWI Breaking Out; Upgrading Outlook on ACWI and SPX to Bullish as of last Fridays close above 5783; Buys in Services, Financials;...
688 Views
Remain Overweight Europe/UK & Non-US Equities; Pullback Over?; Buys in Industrials and Financials
Remain overweight Europe/UK and non-US equities; we are buyers on pullbacks as long as the FTSE 100 is above 7700, the STOXX Europe 50 is above...
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