Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
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Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Technically Attractive EAFE Stocks, with Positive EPS Momentum
Today’s report is a bottom-up compilation of technically attractive EAFE stocks, with one fundamental kicker: each name is accompanied by positive...
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Industrial Capsule: Rubber Products in Japan
OverviewThe industry’s production value declined in 2016, largely due to shrinking production output of tyres and other rubber products. Production...
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Margins Expanding in Japan but Asset Efficiency Is Not Improving....
Japan's aggregate Net Income margin increased from 2.7% in 2012 to 4.6% in 2016. While this margin expansion is a great thing, asset efficiency...
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