CAC40 Index Review - Teleperformance In, Sodexo Out
A few hours ago, Euronext announced the results of the quarterly review for the Cotation Assistée en Continu (CAC) family of indices. The...
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Global Equities: Lower Highs Forming
While the major averages are stalling below major resistance and their direction is unclear, there are many individual stocks that continue to act...
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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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