Payment Companies – 2022 in Review, Our High Conviction Calls for 2023
For 2023, we favour Visa in the card network megacaps, adding Wise to the buys and we stick with PagSeguro; for shorts, we remain negative on...
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Global Equity: Consensus Positioning
We screen 359 Global Equity funds to find the consensus overweights and underweights across regions, countries, sectors, industries and stocks.
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Charts to Watch #7
The last high is perfectly aligned with a down-sloping trendline. On the other side there is an interesting support close to 3,800. Is the index...
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5 US Tech Stocks that Matter to Global Investors
As US Technology weights reach record highs in Global Equity portfolios, we analyse 5 stocks that are in focus for active Global managers.
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US Tech: Record Allocations, Record Underweights. Value Becoming Harder to Find
US Tech allocations have hit fresh all-time highs among active Global investors. Never before have Global investors placed such a reliance on US...
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