May 29, 2019—On May 24, Theresa May announced that she would resign as Conservative Party Leader and Prime Minister (PM), effective June 7. She said that she would stay on as caretaker until a new leader is elected, which is expected by the end of July.
May 21, 2019 – On May 23-26, elections will be held across the 28-nation European Union (EU) for the 751-seat European Parliament (EP). Campaigning has been vigorous in recent weeks, particularly by right-wing Eurosceptic nationalist candidates. Nevertheless, we expect pro-EU centrist candidates to prevail and that the outcome will be favorable for Europe’s long-term investment climate.
February 8, 2019— This week, China enters the Year of the Pig, which in the Chinese calendar is supposed to bring prosperity and wealth. Therefore, it’s worth contemplating the prospect for share price increases for the stocks comprising the MSCI China Index. One key measure of the attractiveness of Chinese stocks is the current discount of MSCI China Index to the aggregated analyst’s price target for the index.