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...
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The Deadcat Bounce in Aussie Value
The Global rotation away from Defensive stocks to cyclical Growth and Value over the past few weeks has not been impressive enough to convince us...
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China Biologic's Privatisation Redux
On Wednesday after market close, China Biologic Products (CBPO US) announced a surprising privatisation bid from a consortium for $120 per ADS. The...
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Ramsay Health Care A$1.3bn Placement - A Decent Stock but Past Performance Weighs
Ramsay Health Care's largest shareholder, Paul Ramsay Foundation, is selling AUD 1.3 billion block after market close today. In this insight, we...
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Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
383 Views