Global ETF Synopsis: Downgrading U.S. Financials & Consumer Discretionary
Equal-weight cyclicals (RCD) vs. staples (RHS) ratio is at support and is vulnerable to a breakdown. We also provide updates and reiterate our...
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Gloves Come Off In Response to Trump Administration's Policies
In Gloves Come Off in Fight for Global Energy Markets. It Is a Dangerous Game we explored how the energy policy conducted by the new US...
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Global ETF Synopsis: Highlighting Technical Trends Across the ETF Universe
We provide a comprehensive technical appraisal of the ETF universe, across markets, industry sectors and asset classes. We also highlight the most...
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Rouble Plunges Again Despite Efforts to Contain the Rout. What Is Required to Contain EM Sell-Off?
Russian PM Medvedev is no President Erdogan and has not previously sought to influence central bank policy. Nevertheless, on Thursday 6 September,...
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Philippines: Drifting in to Oblivion
Allocations in Philippines stocks hit their lowest level since 2011 as Global EM Managers scale back exposures.• The average Philippines allocation...
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