Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

<p>The midterm election performed roughly as expected. The Democrats regained control of the House and the Republicans held the Senate, and even made some gains. Is this bullish or bearish for equities? It depends on your time frame.</p><p>We believe how you should behave is a function of your time horizon. The stock market appears to be making a broad-based top, but it is also in the process of making an intermediate bottom, and a year-end rally is likely. Tactically, however, stock prices are highly overbought and will probably pull back and they could test the recent lows before the market can mount a sustainable rally.</p>

The midterm election performed roughly as expected. The Democrats regained control of the House and the Republicans held the Senate, and even made some gains. Is this bullish or bearish for equities? It depends on your time frame.We believe how you should behave is a function of your time horizon. The stock market appears to be making a broad-based top, but it is also in the process of making an intermediate bottom, and a year-end rally is likely. Tactically, however, stock prices are highly overbought and will probably pull back and they could test the recent lows before the market can mount a sustainable rally.

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