U.S. Equity Strategy: Small-Caps Re-Emerging As Leadership
We continue to see compelling signals that suggest risk appetites are improving, which is bullish for the broad market. As a result, we are moving...
191 Views
Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
294 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
230 Views
What Would Warren Buffett Buy In This Panic?
There has been a huge panic in the global financial markets caused by the COVID-19 coronavirus. Some people compare this panic to the one in 2008....
336 Views
Weekly Oil Views: Iran Nuclear Deal Evades Rescue, Putting Oil Markets on Notice
The probability that Britain, France and Germany would be able to bridge the divide between a hawkish US administration under President Donald...
162 Views