Ant Group: The Big Data Opportunity
CreditTech, Ant Group’s credit arm, is one of its key growth areas, accounting for 39% of revenues in 1H20 Zhima Credit (Sesame Credit) acts as...
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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...
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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...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
407 Views
Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
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