A Look at How a Portfolio Composed of Our Top Five Innovators in Each Report Would Have Performed
Our datamining reports ranks companies within thematic based on innovation quality. We see strong outperformance in a portfolio built using the top...
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Asia Ex-Japan Funds Rotate Out of South Korea
Active Asia Ex-Japan managers have rotated away from South Korean stocks in 2022, pushing allocations towards their lowest level in over a decade.
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GEM Weekly (23 Sep 2022): Rising Rates Across GEM; Baidu, Samsung Electronics, Hyundai Motor, Kia
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Softbank – So The Arm IPO Isn’t Looking All That Hot Then?
A discussion of a strategic alliance between Samsung and Arm is unlikely to lead anywhere in our opinion and is likely a simple attempt to garner...
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Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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