U.S. Equity Strategy: Upgrading Communications To Overweight; Financials Breaking Above 2007 Highs
Ongoing market dynamics continue to support our overall bullish outlook. Continue to buy dips. In todayâs report we highlight attractive Groups and...
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U.S. Equity Strategy: Semiconductors, Transportation Improving
The S&P 500 continues to move higher on narrow leadership, which is not inspiring a bullish outlook. Currently leading the S&P 500 higher...
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Dry Bulk Shipping Outlook 2019: Global Slowdown Casts Shadow on Long Held Recovery Narrative
Five of the dry bulk shipping stocks under our coverage delivered a negative return of 24.4% in 2018, owing to uncertainty in the global markets....
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Maritime Financial Insight -Â July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Dry Bulk Shipping - Recovery to Normalise in 2018
After a strong freight rate rally in 2017, which also rubbed on stock prices, we have seen a significant correction in the recent past as the BDI...
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