Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure
Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure...
192 Views
RIB Software Tender Offer from Schneider Electric
RIB Software AG (RIB GR) is an application software company that develops and markets planning and control software solutions to the building and...
366 Views
Focus on Outperforming EAFE SMID-Caps
Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). However, within EAFE, SMID-caps...
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