Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
194 Views
Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
359 Views
Copper Miners Breaking Out Around The Globe -- Buy
In this report we lay out what we believe is a compelling case to add exposure to copper miners at current levels, highlighting the following...
395 Views
U.S. Equity Strategy: Upgrading Materials To Overweight
We continue to have a bullish outlook and we believe the path of least resistance remains higher. Perhaps the most important thing which supports...
367 Views