Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
191 Views
Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
294 Views
China A-Share Boom. Overtakes Russia in GEM Portfolios. Health/Tech/Industrials Lead.
China A-Share allocations have hit new highs every month so far this year, overtaking Russia as the 6th largest 'country' holding. Sector...
344 Views
Active Fund Manager's Favoured (And Least Favoured) China Stocks
In this report, we show 2 portfolios based on the most favoured and least favoured stocks among High Active China focused equity managers. The...
567 Views
U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
427 Views