U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
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European Banks: Exemplars of Climate Finance
Last week, I published a report and used a proverb as entré into the main topic.For this report, a particular colloquial idiom seems appropriate:...
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U.S. Equity Strategy: Dramatic Improvement
Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...
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US Banks - Declining Profit
Nearly half of all reporting US banks and specialty lenders, reported a decline in profit from 3Q18 to 4Q18. Of the 68 companies with populated...
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Big Banks - A Crisis of Investor Confidence
We analyse the holdings of the world's largest banks by the 255 global equity funds in our analysis. For each region (America/EMEA/Asia), we have...
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