Overweight US Energy Infrastructure Master Limited Partnerships (MLPs): We initiated a direct allocation to energy MLPs in late January 2016 and have maintained that tilt. Given our assumptions about oil prices, we believe that the cash distributions from MLPs are generally secur...
Results for “Spire Global Strategy”
Search across the indexed text of every released document.
Names that match “Spire Global Strategy”
1,691 documents found
Refining the reflation rotation 2017 is likely to have a number of cross currents as themes. Recovery (we look a modest acceleration in both growth and inflation) and Rotation go hand in hand. On the basis of our central forecasts for growth, inflation and rates and given the mo...
TIIC team. TIIC 2 is also supported by a number of existing investors, together with several European insurance companies, pension funds and family offices. A second close is planned in the coming months and the final close will occur before the end of 2017. We have received sign...
Reagan's second-term innovations on currency and monetary affairs, trade, debt and development. Reagan advanced a new international system to match the revival of capitalism after the oil shocks and stagflation of the 1970s. America's success in the 1980s contributed both to the...
Rationalization of subsidies for water and electricity The sweeping energy, water and electricity administered price changes introduced in December 2015 are a first step in the five-year fiscal consolidation and economic transformation strategy. We expect further reviews of ener...
Eurozone political calendar 2017 4 December: Italian constitutional referendum Our base case is a close “No” vote where Renzi stays and no snap election, given current polls and the outstanding electoral reform court case. BTPs and the banks recaps remain a tail risks for the I...
when China’s leadership intervened in the local equity markets and adjusted the trading band around the renminbi, and by 104 basis points in late 2015 and early 2016 when the leadership changed the reference currency from the dollar to a basket of 13 currencies. If US financial c...
A Wednesday, September 28, 2016 “ Developing nations in Central Asia, Europe, Southeast Asia, Africa and other regions need to have our news perspectives and voices heard.” Wilson Flores, columnist at the Philippine Star newspaper + €¢ 4} CHINA DAILY COMMERCE Trade initiat...
James Niedel, MD, Ph.D., (70), Venture Partner, joined Sprout in May 2002 and helped found New Leaf in 2005. Jim will change his status to Venture Partner in NLV-II] with the closing of the new fund. In this role, Jim will work full-time as a senior member of the NLV investment t...
state can lose many battles, but the only loss that is always fatal is to be defeated in strategy.” The leaders of our major global powers may be as blind to the dangers and possibility of our world as Europe’s heads of states were to the nature of their era 100 years ago. You k...
From: LHS________________________________ Sent: 11/21/2018 10:29:49 PM To: Jeffrey Epstein [[email protected]] CC: lhsoffice Subject: Fwd: China's dangerous test Importance: High See story on Chinese economists Sent from my iPad Please direct all scheduling inquiries to my of...
Options Risk Statement Potential Risk at Expiry & Options Limited Duration Risk Unlike owning or shorting a stock, employing any listed options strategy is by definition governed by a finite duration. The most severe risks associated with general options trading are total loss...
Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Appendix C: Notable Alt Reports: In Case You Missed Them™% Asset Managers & Brokers: 4Q17 Preview: Buy CG and ETFC into the Print (12 Jan 2018) Raising Est on Tax Cuts & Strong Mkts, Upgrading APO and ETFC to Overweight (3 Jan...
Marine Le Pen victory could bring into question both the future of the EU and also the euro, should the polls be close it could make the uncertainty and market moves around Brexit look like a walk in the park. 2017 —- Reflation, Reversal, Rotation, Relief or Revolt? 2017 is lik...
Research Analysts James Barty >> Ajay Singh Kapur, CFA >> Investment Strategist Equity Strategist MLI (UK) Merrill Lynch (Hong Kong) +44 20 7996 3291 +852 3508 7753 [email protected] [email protected] Ronan Carr, CFA >> Shusuke Yamada, CFA >> European Equity Strateg...