Global Fund Positioning Update: Japan Lows, US Highs, UK Value Rotation, Tencent & Alibaba Exit
A detailed look at investor positioning among 380 active Global strategies, covering the major themes in country, sector and stock exposure.
Agilent Technologies Inc. - Investment Thesis
Agilent Technologies delivered another outstanding quarter with a staggering 26% growth in the top-line. Cell Analysis, Liquid Chromatography and...
U.S. Equity Strategy: Conditions Improving; Watching Cyclicals, 10-Yr Yield. Buying Casinos, Semis
We are watching the 10-year Treasury yield, small-caps (IWM), Financials (XLF), and Industrials (XLI) closely for signs that a new broad-based...
U.S. Equity Strategy: Bullish Outlook Intact; Growth Vs. Value Stalemate Continues
Market dynamics remain positive and there continues to be an absence of breakdowns across the broad indexes and Sectors. As a result we remain...
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