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An Update On Norway
This report looks at investment implications, for Norwegian assets, given the recent meeting, from the Norges Bank. 
Foreign Exchange Strategy by Sarman Chandhok, Chester Ntonifor
Canadian Stocks: Walking The Tightrope
Special Report Jonathan provides an update on Canada following strong performance from Canadian stocks last year. On a tactical basis, underweight Canada versus global ex-US on the expectation of tariffs targeting Canada and Mexico. Following a…
The Bank Credit Analyst by Jonathan LaBerge
The Oil Market: Visible And Invisible Drivers
Special Report China’s oil demand growth will moderate to a still robust 4%-6% in the next six-to-nine months. We recommend that investors in China’s onshore and offshore stock indexes overweight energy producers.
China Investment Strategy
Energy: After Seven Lean Years (Part II)
Special Report Executive Summary Earnings Growth Outpacing Multiple Expansion  The US Energy sector is in a good place right now: Rising demand and faltering supply from OPEC 2.0 translate into a price of oil anchored at around $80 to $85…
US Equity Strategy by Irene Tunkel

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