STOXX Europe 600 Index Review: Adds Outperforming Deletes
STOXX Ltd., the operator of Qontigo's index business has announced the changes to the STOXX Europe 600 index for the upcoming review. The rebalance...
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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...
453 Views
Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
506 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
664 Views
BREXIT Risk Not Priced In - Watch for Volatility and Weakness - Look to SARS 2003 for Parallels
The risk of Britain crashing out of the European Union (EU) is very real and not currently priced in to markets. The idea that the world’s fifth...
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