Fresenius (FRE GR) Holdco at a Premium
Fresenius Se & Co Kgaa (FRE GR) is controlled by the non-profit Else Kröner-Fresenius Foundation. The combination of the parent (subsidiary...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
423 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
416 Views
Global Equity Strategy: Health Care Hitting On All Cylinders - Overweight
Global equities remain in a short-term consolidation phase, however we continue to believe the longer-term trend is up and to the right for the...
393 Views
Attractive Home Dialysis Economics Support Providers' Moats
Undervalued DaVita Healthcare Partners (DVA US) and Fresenius Medical Care Ag & Co (FME GR) are best positioned to capture the incremental...
395 Views