Bond Market Monitor: Between a Rock and a Hard Place
Global recession is not a certainty yet but we are heading in that direction in 2023. Slowing growth and persistent inflation is spread-negative...
440 Views
Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
693 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
475 Views
Financials Also Very Cheap in Hong Kong / Deep Value Screen....
We decided to to move away from Japan look at a different region, mainly because I got tired of Financials dominating all of my Value screens....
216 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
831 Views