US Financials: Banks Overhang, Capital Markets Gain.
US Financials allocations continue to drift lower, however they remain widely held among active managers. Banks are the key driver behind the move,...
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
369 Views
Curb Your Enthusiasm on B3 (B3SA3 BZ) - Look to Other Value Opportunities in Exchanges
B3 Sa - Brasil Bolsa Balcao (B3SA3 BZ), the Brazilian exchange, continues to benefit from sustainably lower domestic benchmark rates, and bullish...
439 Views
Asia Exchanges Lead in ESG: HKEX, JPX, SGX
"You can't have your cake and eat it too." In other words, you can't have something both ways. Variants of this idiomatic proverb appear across...
731 Views
London Stock Exchange Group (LSE LN) - Thoughts On Valuation
As widely reported, London Stock Exchange (LSE LN) ("LSE") has attracted the interest of HKEX (388 HK) (“HKEX”) with the announcement on September...
449 Views