TSE & FSA Think "Prime" - The World Yawns
A year ago a dedicated internal panel to the Tokyo Stock Exchange ("Advisory Group to Review TSE Cash Equity Market Structure") started...
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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...
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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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Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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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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