reports
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Buoyed by outperformance in the US, the MSCI ACWI is the only broad global index that has yet to make a lower low relative to the lows set in June. This deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and continued downside volatility in bond yields leads us to remain cautious and concerned that global equities remain vulnerable and could be poised for additional weakness moving forward. • Additional bearish-leaning developments. In addition to the concerns ...
PROX PROXIMUS SA DE DROIT PUBLIC
ACP ASSECO POLAND SA
WKL WOLTERS KLUWER NV
INF INFORMA PLC
BLX. BORALEX INC. CL A
IRE IREN S.P.A.
6947 DIGI.COM BHD
4716 ORACLE CORPORATION JAPAN
ALU ALTIUM
035720 KAKAO CORP.
4739 ITOCHU TECHNO-SOLUTIONS CORPORATION
CESC CESC LTD.
SEA SEABRIDGE GOLD
ALMA ALMA MEDIA OYJ
XRO XERO LIMITED
002410 GLODON COMPANY LIMITED CLASS A
GPSC GLOBAL POWER SYNERGY PUBLIC COMPANY LTD
SCT SOFTCAT PLC
035420 NAVER CORP.
9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
600900 CHINA YANGTZE POWER CO. LTD. CLASS A
3738 T-GAIA
SMF SEMAFO INC.
COFORGE COFORGE
3626 TIS INC.
CPS CYFROWY POLSAT SA
WLN WORLDLINE SA
RKET ROCKET INTERNET SE
WTC WISETECH GLOBAL LTD.
RIB SOFTWARE SE
SSRM SSR MINING INC
IG ITALGAS SPA
VOD VODAFONE GROUP PLC
A2DGQ4 THQ NORDIC AB
STORY B STORYTEL AB
- Jesper Birch-Jensen
- Stefan Knutsson
- Jesper Birch-Jensen
- Stefan Knutsson
- Jesper Birch-Jensen
- Stefan Knutsson
- Dave Nicoski
- Ross LaDuke
Int'l Insights: Developed Markets Leadership Chart Book
Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompass...
MFT MAINFREIGHT LTD.
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
EFGN EFG INTERNATIONAL AG
PUM PUMA SE
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EVT EVOTEC SE
PBB DEUTSCHE PFANDBRIEFBANK AG
ADEN ADECCO GROUP AG
DVO DEVRO PLC
ALV ALLIANZ SE
STAN STANDARD CHARTERED PLC
SDR SCHRODERS PLC
AMUN AMUNDI SA
III 3I GROUP PLC
RAND RANDSTAD NV
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
INVE B INVESTOR AB CLASS B
SAF SAFRAN S.A.
VER VERBUND AG CLASS A
PRU PRUDENTIAL PLC
GNC GREENCORE GROUP PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
AIXA AIXTRON SE
D05 DBS GROUP HOLDINGS LTD
ATM A2 MILK COMPANY LTD.
KBCA KBC ANCORA SCA
BRNL BRUNEL INTERNATIONAL N.V.
ARB ARB CORPORATION
PAG PARAGON BANKING GROUP PLC
CCH COCA-COLA HBC AG
PPH PUSHPAY HOLDINGS
PST POSTE ITALIANE SPA
6183 BELLSYSTEM24 HOLDINGS
SPIE SPIE SA
VACN VAT GROUP AG
HLE HELLA GMBH & CO. KGAA
EXO EXOR N.V.
REAL REAL MATTERS
STM STMICROELECTRONICS NV
ATCO A ATLAS COPCO AB CLASS A
A2DGQ4 THQ NORDIC AB
IHG INTERCONTINENTAL HOTELS GROUP PLC
FRA BLACKROCK FLOATING RATE INCOME STRATEGIES FUND
FIBI FIRST INTERNATIONAL BANK OF ISRAEL LTD. 5
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.