Australian Credit: Alumina Demonstrates The Value of Active Credit Investing
On the 21st of September 2016, Alumina Ltd (AWC AU) eceived a double notch credit downgrade from Standards & Poor’s (S&P) and as a result,...
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Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
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International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
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Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
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Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
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