Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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The Weekly Market Monitor – How China Is Pushing Stocks Higher Except at Home
Is this the start of another Chinese liquidity boom? Meanwhile, commercial real estate loan provisions are spreading across the globe, which is why...
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Multi Asset Strategy - February 2024
A Vote-of-Account-Budget sets the Narrative of “Viksit Bharat”: We believe that the Budget has proactively set the tone for economic development in...
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Water Tower Hour Recap - 2023 Review and 2024 Outlook
WTR-CMI in 2023. With the majority of stocks in our index finishing 2023 in positive territory, the WTR-CMI Index managed to keep pace with the...
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Weekly Sustainable Investing Surveyor - Week Ended February 2, 2024
The WTR Sustainable Index was up by 1.0% W/W versus the S&P 500 Index (up 1.4%), the Russell 2000 Index (down 0.8%), and the Nasdaq Index (up 1.3%).
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