Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
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Global Banks: The Optically Cheap Carry Most Risk
We carry out an analysis of 650 bank shares. This time around, we use an earnings yield (inverse of PE ratio) based on ROE/PB, franchise valuation,...
312 Views
Global Banks: The Last Song on the Dance Floor
In https://www.smartkarma.com/insights/global-banks-any-takers-for-the-unloved, we set out to pinpoint banking assets with poor technical momentum,...
325 Views
Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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The Potential for National Financial Default
High debt burdens are not just a developing world phenomenon. The growth of Quantitative Easing programs has resulted in significantly increased...
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