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Analisi 14.06.2018

Initial Thoughts on Trump-Kim Summit

Tame market response to the summit is accurately priced, in our view, with still low expectations of a real breakthrough in the near term to trade the ‘peace dividend’ or ‘economic reconstruction’ themes.

Analisi 11.06.2018

Why Value Investing is not Dead in Japan

In this paper, we will take a closer look at what could be the drivers or catalysts for value stocks to come back into favour.

Altro da leggere

Analisi 14.06.2018

Initial Thoughts on Trump-Kim Summit

Tame market response to the summit is accurately priced, in our view, with still low expectations of a real breakthrough in the near term to trade the ‘peace dividend’ or ‘economic reconstruction’ themes.

Analisi 11.06.2018

Why Value Investing is not Dead in Japan

In this paper, we will take a closer look at what could be the drivers or catalysts for value stocks to come back into favour.