Flash Update: US Shale M&A Frenzy Drives Further Consolidation in Upstream Oil & Gas
A new wave of consolidation is unfolding in the upstream oil and gas industry. Three company takeovers involving US shale E&Ps were announced...
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Global Equity Strategy: Market Deterioration Continues; Cyclical & Growth Sectors Breaking Down
In our October International Strategy, we provide a synopsis on current market conditions around the globe, and explore the following themes in...
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MSCI EAFE Inflecting, Aided by Strength in Japan
Improvements in Japan are leading broad developed int’l indexes higher. The MSCI EAFE, local currency is bullishly inflecting above its downtrend...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
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