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Sectors

Utilities have had a stellar run since February with the MSCI ACW Utilities index outperforming the MSCI ACW by nearly nine percentage points. Despite being a defensive sector, Utilities’ performance this year has been comparable to that of top performing…

The long-term winners from the generative-AI gold rush are unlikely to be the ‘picks and shovels’ stock Nvidia or the overvalued US superstars of Web 2.0. We discuss the structural investment implications. Plus: time to go tactically overweight global consumer discretionary (RXI).

European stocks have massively underperformed US ones since the GFC. Demographics and productivity say this trend will continue, but is that really so?

Generative AI-related rally resumed in May. Much of the recent market gains are down to excess liquidity that was begotten by the massive pandemic stimulus, creating a dichotomy between multiple economic challenges and exuberant markets. The Fed is unlikely to step in to prevent the bubble as it is currently more worried about the near-term downside for growth than financial stability.

MacroQuant sees significant downside risks to stocks over a 1-to-3 month horizon and suggests increasing allocation to long-term bonds. The model favours defensive equity sectors but is also hedging its bets by overweighting materials.

Bank OZK (ticker: OZK) ended Wednesday’s session down over 14%, following a double downgrade from buy to sell by an analyst who raised concerns about loans on two specific development projects. OZK is known for its commercial real estate development lending…

In Section I, we argue that global investors have been lulled into a false sense of security concerning the resiliency of the US economy. Tight monetary policy means that something must change for a recession to be avoided, and developed market rates cuts will likely be too modest and come too late to save the day. Nimble investors or those highly sensitive to tracking error should not be underweight stocks over the coming 3-6 months. Over a 6-12 month time horizon, we continue to recommend that investors remain underweight global equities versus US$-hedged long-maturity developed market government bonds. Section II is a guest report written by Martin Barnes, BCA’s former Chief Economist. Martin revisits the idea of the Debt Supercycle and discusses how its true end may emerge in response to a fiscal crisis in the US over the coming few years.

Bank OZK (ticker: OZK, née Bank of the Ozarks) declined nearly 17% at its low on Wednesday, following a double downgrade from buy to sell by an analyst that also slashed his price target for the stock by a third. The analyst cited “newfound but substantial…
Recent US housing market data has been uninspiring.  The FHFA house price index decelerated in March from 1.2% m/m to 0.1% m/m, disappointing expectations of 0.5% m/m, and the S&P CoreLogic 20-City index growth rate declined from 0.55% m/m to…

We recommend overweight in Pharma over a tactical and strategic investment horizon, as challenges, that have recently hampered the industry group’s performance, are dissipating. Likely election outcomes are positive for the industry, while major trends like generative AI applied to drug development and an aging population are long-term tailwinds.