reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Ride the Trend Higher in MSCI ACWI and S&P 500 Our bullish outlook on global equities (MSCI ACWI) remains intact with ACWI-US and the S&P 500 firmly trending higher. Our recommendation since mid-October to use any pre-election pullback in the MSCI ACWI or the S&P 500 (the U.S. remains our only country overweight) as an opportunity to add exposure continues to pay off, and there is not much left to do except ride the trend higher. Additionally, we still see a high probability of significant upsi...
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