Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
417 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
462 Views
Shizuoka Bank (8355 JP) - Underwhelming but Not Unexpected (1Q FY3/2020 Results)
1Q FY3/2020 results from Shizuoka Bank (8355 JP), one of Japan’s largest regional banks, were underwhelming. However, a weaker first half had been...
455 Views
Musashino Bank (8336 JP): Braking Bad
Musashino Bank (8336 JP) was one of the last regional banks to announce 3Q FY3/2019 results, and they were a nasty surprise: a consolidated net...
387 Views