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Marsh & Mclennan (MMC US)
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United States
Marsh & McLennan Companies, Inc. is a professional services firm providing advice and solutions in the areas of risk, strategy, and human capital. Marsh & McLennan offers analysis, advice, and transactional capabilities to clients worldwide.
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bearish
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Thematic (Sector/Industry)
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05 Dec 2016 16:02
The New Future of US Banking and Financial Services Regulation
The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last...
Dechert LLP
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3k Views
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bullish
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Thematic (Sector/Industry)
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28 Nov 2016 18:52
Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
Sean Maher
144 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2016 16:21
Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
Sean Maher
259 Views
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bullish
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Thematic (Sector/Industry)
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11 Nov 2016 23:46
Dawn of the Trump Era: Loy Kratong & Thematic Small Caps
In this review, we examine various factors that could affect Thai equities markets in the short to medium term post the US elections. Our thoughts...
Athaporn Arayasantiparb, CFA
194 Views
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bearish
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Thematic (Sector/Industry)
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11 Nov 2016 18:59
President Trump Taking America Back to the 1980s…
The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent...
Sean Maher
212 Views
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