Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
415 Views
Deutsche Bank - When Will This Old Nag Be Put Down?
*Delays and inefficiency in restructuring execution.* Inability to meet strategic targets will have an adverse impact.* Continued deterioration in...
308 Views
European Banks: Exemplars of Climate Finance
Last week, I published a report and used a proverb as entré into the main topic.For this report, a particular colloquial idiom seems appropriate:...
458 Views
Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
603 Views
Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
612 Views