TMI Snapshot: After Juukan Gorge, Rio Tinto Sentiment Stabilizes. Reckoning Time For FMG?
We text mined for ESG-related coverage of Rio Tinto to find that sentiment (74% correlated with the equity) has stabilized since the Juukan Gorge...
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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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Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
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China Data Inflecting Positively - Iron Ore Rising - Fortescue and Rio Direct Plays
In my last insight, Fortescue Metals 15% Dividend Yield/Buybacks + China Stimulus, I had pitched Fortescue Metals (FMG AU) as a direct play on iron...
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