…cted. Four more years with the same cast is delivering a higher USD versus most currencies but JPY due to deleveraging ahead of the fiscal cliff, and lower USD/CNY forwards due to avoidance of US-China trade conflict (see An FX guide to America’s toss-up election, FX Markets Week...
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be willing to act.”© This is as true for nations as it is for each of us. We must be willing to act. It’s easy to be sympathetic to the desire for less action. Nothing we’ve done in recent years seems to be working. But, as we'll see, that’s because we've been using the wrong too...
Eurasia Group: Investment Management ‘The Three Principal Players Have Different Perspectives” Division National Security Advisor John Bolton em = “Bolton wants a crisis. He hopes to use the pressure as a maximum containment strategy to cripple the Iranian economy, increasing...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Japan Macro Watch USD/JPY: Buy-on-dip cycle to continue; 115- 120 by end-2017 Buy-on-dip cycle continues While we had acknowledged the risk of the “final JPY strength” th...
… and Formspring. *Megan Smith*ig% VP Business Development, Google. Fmr CEO, PlanetOut. *charles **Songhurst*-- GM and Head of Strategy and M&A, Microsoft. MD, Katana Capital. *Angelo Sotira*1ig% CEO, DeviantArt. *Bret Stephens*-- Member of Editorial Board, wall Street Journal...
…age (see Exhibit 100). Despite this challenging outlook, a number of factors could still buoy gold prices in the year ahead. Emerging market central banks have continued to buy gold to diversify their reserves. Moreover, the stronger global growth we expect could lift jewelry de...
…tion of this report is prohibited. This report is intended for [email protected] European Equity Strategy 2017 year ahead - Refining the reflation rotation Key takeaways ¢ 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to turn +ve but politics to remain a valua...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Top 10 US Ideas — 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett po...
…umer Staples: Policy changes: what to watch for 18 January 2017 Cosmetics, Household & Personal Care: 2017 — The Year Ahead: a few diamonds in the rough 10 January 2017 Consumer Staples: 2017 - the year ahead: sector rotation puts fundamentals in focus 13 December 2016 Tobacco...
…orrespondent and Associate Executive Producer President and Chief Executive Officer Member of the Management Board and Head of the Corporate and Investment Bank Dean Designate Head of Economic and Financial Department Chief Communications Officer Board Member Board Member Ex...
Chart 50: Utilities relative PE close to the 2013 low Chart 51: Chemicals / Industrials — re-rated but PE-rel not excessive 1.20 -0.5 1.30 1.15 0.0 425 4 0.5 10 10 1.20 1.05 , 15 4.15 1.00 2.0 1.10 0.95 25 1.05 ai an — Chemicals / Industrials PE-rel _— ——PE-relative UTILITIES 1....
MEDICAL DEVICES RETURNS SUMMARY: The Fund Managers have been an active investor in the medical device sector across the New Leaf and Sprout Funds. Combined, the Fund Managers have invested $371 million in 29 medical device companies, and have gross realizations of $394 million a...
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…s Global Investment Research. Source: Investment Strategy Group, Bloomberg. Nevertheless, we believe that some of the headwinds that have plagued this sector will continue. These include: e Data privacy issues impacting a broad range of companies, including Facebook, Google, T...
Investment Bitcoin’s Market Cap is Dislocated Relative to that of Payment yee Processors Division Relative Transaction Volume and Market Cap a 12m Transaction Volume ($Trillion) $10 | Market Cap as % of 12m Transaction Volume (Right) 96.8% -~ 100% Sd $8.9 $9 - $8 - + 15% $7...