Results for “International Assets Group”

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...

scale. In fact, it used to be that the rich, reaching a certain point of philanthropy, merely hoped to help make the world a better place, now they want to change the world. Rockefeller and Carnegie were, as examples of social-engineering philanthropy, unique. They alone had such...

Global Utility White Paper CONFIDENTIAL Global Sector Positioning Tech Industrials Insurance Pharma Discretionary Materials Energy Banks Staples . Substantially Telecoms underweight Utlites -40 -35 -30 -25 -20 “15 “10 5 +0 +5 +10 +15 +20 225 +30 +35 <= underweight // overwei...

KUE LLC will contribute all of its assets to KUE. In addition

sell assets or borrow more money. The Company cannot

it is KUE's view that the real assets of a city

human capital accounts for 76% of the assets in

consolidations and similar combinations; sell assets or engage in similar

making loans or otherwise transferring assets to

consolidate or sell all or substantially all of KLC's assets and the

an entity's assets would not be considered

making loans or otherwise transferring assets to

strong control of the government and its high approval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the c...

the ""grind it out"" year for risk assets would be back on track

we favor value over growth and more cyclical assets versus defensives.