Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
417 Views
Global Equity Strategy U.S. Fed Cut, Now What?
With further consolidation likely for the broad indexes, we want to stick with areas of the market that have shown an ability to outperform despite...
428 Views
Advantest: Strong SoC Tester Demand Drives 1Q Results but Sustainability Remains a Question
Advantest (6857 JP) reported 1QFY03/2020 results on Wednesday (24th July) which saw both revenue and operating profit decline compared to the same...
414 Views
TEL: 1Q Earnings Down, Expects Recovery in 2H but Past Downturns Suggest It Could Take Longer
Tokyo Electron (8035 JP/TEL) reported its 1QFY03/2020 earnings on Friday (26th July) which saw its revenue declining 26.8% YoY while operating...
422 Views
Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
401 Views