Liquid Universe of European Ordinary and Preferred Shares: June '26 Report
June brought renewed divergence across European ord/pref pairs. Structural outliers widened, convergence became more selective, and implementation...
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EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
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Liquid Universe of European Ordinary and Preferred Shares: May '26 Report
European dual-class spreads tightened again in May as liquidity-driven convergence resumed. Handelsbanken, MFE and Telecom Italia led compression,...
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Autonomous Driving- China Is Surging Ahead
While China lagged behind its global counterparts for many years when it comes to autonomous driving, that situation has changed dramatically over...
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Autonomous Driving- NVIDIA Perfectly Poised For Success
Nvidia's automotive business has risen like a veritable phoenix from the ashes of what was supposed to be the company's next big thing five years...
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