海外研报
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Small/Mid Cap Strategy 5 FAQs we’re fielding on small caps
1) Are small caps still cheap after the rally?On an absolute basis, no – as of yesterday’s close, the Russell 2000 at 15.5x trades slightly above its historical average P/E of 15.2x. But small caps remain cheap vs. large
海外研报
2024年07月26日
This material should be regarded as a marketing communication
After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets
海外研报
2024年08月07日
G10 Cuts Broaden as Data Stabilize
Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust
海外研报
2024年08月19日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Thailand and Singapore marketsoutperformed, while Korea and Philippines markets underperformed. Within MXAPJ
海外研报
2024年09月06日
GS--Americas Telecom Services: Communacopia + Technology Conference 2024
Presenters: Andrew Lipman, Partner, Morgan LewisBottom line: We have three key takeaways: (1) Mr. Lipman believe the FCC will
海外研报
2024年09月14日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
GS--REIT valuations show upside opportunities remain
In this note, we assess REIT valuations from a four-pronged framework in an interestrate cutting environment: 1) FFO multiples, 2) implied cap rates, 3) equity risk
海外研报
2024年09月24日
