In today’s briefing:
- Upgrading Mexico to Overweight; Technology Remains Global Leadership; Overall Bullish Outlook Intact
![](http://www.smartkarma.com/assets/plugins/a3-lazy-load/assets/images/lazy_placeholder.gif)
Upgrading Mexico to Overweight; Technology Remains Global Leadership; Overall Bullish Outlook Intact
- Recent developments have continued to reinforce our bullish outlook on global equities (MSCI ACWI).
- There is no reason to fight this bullish trend, and we continue to expect more upside into the early part of 2024.
- Upgrading Mexico to Overweight; Technology Remains Global Leadership; Actionable Themes: 44 individual stock buy recommendations within Technology, Services, Consumer Discretionary, Financials, and Materials