Global Indexes Are Consolidating, EM Is Breaking Down
We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving...
Tight Supply Underpins Positive Outlook for Iluka Resources
Undervalued Iluka to benefit from industry supply challenges and sustained favourable prices.Iluka Resources (ILU AU)'s share price is down almost...
Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
Upstream Oil & Gas M&A Review: Surge of Takeovers and Mergers in 2018 – What to Expect in 2019
The last three years have been characterized by significant M&A activity in the upstream oil and gas industry. As the oil cycle recovered from...
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