bullish
Global FVMR: Continue Shift to Emerging Markets, Do Not Expect Market Re-Rating
435 Views12 Jul 2018 11:19
Summary and update of 2018 main themes
Global asset classes: Commodities in uptrend
World: Fundamentals can remain strong, revenue recovery does...
SUMMARY
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A. Stotz Investment Research
Quantamental Investing to beat Benchmarks
- Global FVMR: Continue Shift to Emerging Markets, Do Not Expect Market Re-Rating12 Jul 2018
- Asia Ex Japan Dream Factor Has Jumped, Poor 2018 Outlook | The Dream Factor, Part 4 of 507 Mar 2018
- Slowly Reduce Developed Equity Exposure, Shift to Emerging | Global FVMR Strategy, Part 3 of 517 Jan 2018
- Emerging Markets Appear Attractive | Asia Is the Place to Be, Part 1 of 311 Nov 2017
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