REYL: 2019 was a stellar year for risky assets, with the surge of equity indices posting gains above 20% in almost all regions, with a special mention for the Nasdaq, … Read More
Recent risk-off moves in equities do not shake our equities conviction…..
Japanese Prime Minister Shinzo Abe’s Liberal Democratic Party (LDP) and its coalition partners scored a convincing win that will maintain a large majority in both houses of parliament. This should … Read More
Between potentially polarizing European elections and tough talk from North Korea, geopolitical risks are on the rise. This is not good news. However, for equity investors,..…