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The Magnificent Seven: remember how it ended.

by | Feb 5, 2024 | US Equities

For those who are not familiar with the 1960 American Western action film titled “The Magnificent Seven”, the title of the film has been borrowed to describe the current seven biggest US Mega Cap Tech stocks. Moreover, if you remember the film, you will also know that...
The hunt for value in global equities

The hunt for value in global equities

by | Jul 25, 2017 | The Macro View

The US stock market has been resilient to the political and policy firestorms created by the Trump White House. Trump’s failure to enact tax reform or a major fiscal stimulus has restrained but not destroyed the ‘animal spirits’ of the Wall Street bulls,...