…o GUID: 9FF3143D-17B0-48B4-AECD-FC16582A6C29 Message: Hey: I've gotten pulled into the Brexit thing this morning with Nigel , Boris and Rees Mogg-- can I take a rain check on fiat guy until I return? Sender: e:[email protected] Time: 11/16/18 02:48:43 AM (564058123) Flags:...
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…ons until year-end, another source of upside for the Cons Disc, Technology and Financials sectors. Global Positioning, Nigel Tupper, 11/14. Large long-only funds are more underweight Financials than any other sector and are UW this sector in all regions. Future of Financials co...
…he point that Chinese nominal GDP growth has been accelerating and that tends to be very good for Asian equity markets. Nigel Tupper’s global wave has continued to improve and he argues that remains consistent with strong performance from Asia ex Japan equities. Source: BofA Merr...