Upgrading Europe to Overweight; Supports Holding on MSCI ACWI, ACWI Ex-US, EAFE, and EM
Upgrading Europe to Overweight EURO $STOXX 50 $FEZ; Supports Holding on MSCI $ACWI, $ACWX, $EFA, and $EEM. Latest 4-6% pullback remains healthy...
361 Views
Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
499 Views
Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More
Continued rising rates is likely to support value Sectors moving forward (especially Financials and Energy), and it also typically indicates...
352 Views
European Banks at Q119: Big Banks, Greek Banks...a Quantamental Evaluation
We take a look at a sample of European banks at Q119, and score them by financial strength (FUN), by trends and value-quality (PH Score) and by...
500 Views
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. ...
603 Views