Brief Utlilities: Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues and more

In this briefing:

1. Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues

1. Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues

We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist but Sector leadership is mixed.  In our February International Strategy document, we explore various themes which lead to our overall constructive outlook, as well as a technical appraisal of each Sector and the investable opportunities therein.