Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
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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...
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Shorts Get Smaller Down Under
Australia has a very well developed market for stock borrow and a robust regulatory regime for short selling. Short sell positions that exceed...
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Global Equities Nearing Potential Resistance
we believe global equities remain in a state of purgatory and consolidation is likely to continue as several major indexes approach logical...
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Climate Action - School Strikes Hit a Spot, Carbon Emitters Face Heat. Investors Take Note
On Friday, March 15th, an estimated 1.6 million students in over 120 countries (source: Time magazine) walked out of classrooms and took to streets...
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