UK's FTSE 100, STOXX Europe 50 Breaking Out; Non-U.S. Outperformance to Continue, Buys in Cyclicals
Recent major breakouts for the FTSE 100, STOXX Europe 50, and Germany's DAX (among others) continue to support our belief that non-U.S. equities...
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Loyalty Shares in Spain: Double-Voting Rights Could Hinder Takeovers
In Spain, the companies that establish the double voting system will be less prone to takeover, such as Repsol SA (REP SM) and Telefonica SA (TEF...
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Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Rolls Royce Rights Roll Off
Rolls Royce Rights go ex- on 28 October. A sharp pop in shares since the Rights were confirmed at end-Sep has led to shares 70+% higher vs pre...
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Rolls Royce Rights Roll Right Over You
Rolls-Royce Holdings (RR/ LN) this morning announced a rights offering. It's a biggie. It makes no bo
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