Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
148 Views
Aussie Reporting Season Wrap
A Solid Reporting Season with an Improving Outlook: Reporting season saw more beats than misses for the ASX 200 on both EPS (54% vs 38%) and...
85 Views
Entitlement Offer: MCP Master Income Trust (ASX: MXT)
The MCP Master Income Trust is a listed income trust designed to provide investors with access or exposure to the Australian corporate loan market...
160 Views
BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP• HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
329 Views
Australian Banks: Key 2018 Drivers
In the past year, the Australian Banking System has experienced developing regulation, benign economic conditions, public pressure (a nascent Royal...
114 Views