Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
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QIC Takes Pacific Energy Into Its Fold
Remote power station operator Pacific Energy (PEA AU) has agreed to a Scheme of Arrangement with Brisbane-based QIC Private Capital at...
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U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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Shandong Gold Trading Update: First Day No Show
Shandong Gold Mining Co Ltd (1787 HK) ’s first day of trading ended with a whimper. The company issued the stock at HK$14.70/share. The stock...
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