Bolsas Y Mercados Españoles (BME SM) - Euronext: Shotgun Marriage?
On November 6th, Bloomberg reported that Euronext NV (ENX FP) was interested in acquiring Bolsas Y Mercados Espanoles Sh (BME SM), the operator of...
570 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
453 Views
London Stock Exchange Group (LSE LN) - Thoughts On Valuation
As widely reported, London Stock Exchange (LSE LN) ("LSE") has attracted the interest of HKEX (388 HK) (“HKEX”) with the announcement on September...
417 Views
Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
442 Views
Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
417 Views