海外研报

GS--Weekly Fund Flows Foreign Flows Join In

Global fund flows, week ending October 2

Jefferies - Chris Wood - Tail wags dog_20241003

If anybody needed reminding that geopolitics remains the main risk to markets at present,

GS--UK Banks — ROE, Rates and Returns to shareholders

FTSE 350 Banks and especially UK domestic banks

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.

UBS--Japanese politics update: Regime shift?

The Ishiba administration is expected to prioritize

UBS_Nike Inc_20241002

Two reasons we don't think it's time to buy Nike…