Russia Gets the Boot from Major Indices - Minimal Impact But World's Largest Small Sidepocket?
Russia is getting deleted from major indices after brief consultation given sanctions from outside Russia and prohibitions on transfer inside...
378 Views
Greenhouse Gas Emissions Profiles of 50 of the World's Largest Oil Companies
A quick overview of the carbon footprints and climate policies of 50 of the world's largest oil stocks (mainly Asia Pacific, Americas, and Europe...
186 Views
The Russia Resurgence
Russian allocations among EM active funds are at their highest levels in 3-years. The Russian overweight stands at +1.23% above benchmark, the...
519 Views
Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
363 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
476 Views