MSCI ACWI Breaking To New Highs; Buying Financials, Consumer Discretionary, Industrials, Materials
Global sovereign yields have moved lower in recent weeks. We expect rates to find support near current levels, and recommend adding exposure to...
326 Views
MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
363 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
213 Views
Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
190 Views
Ferguson Plc (FERG LN) – Plumbing for Value
Ferguson PLC (FERG LN) is a UK-listed, FTSE 100 distributor of plumbing and heating products in the USA, Canada, and the UK. In the latest fiscal...
362 Views