Shorts Get Smaller Down Under
Australia has a very well developed market for stock borrow and a robust regulatory regime for short selling. Short sell positions that exceed...
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Aussie Equities Model Portfolio Update (June): Buy Protection and Cyclical Extension
Buy Australia for its Defensive Qualities. Australia outperforms during periods of global uncertainty and when global interest rates are...
575 Views
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...
631 Views
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...
392 Views
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....
599 Views