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Markets are definitely seeing a slowdown in exuberant activity, with the activity in M&A and also results in tech being our favourite leading indicators. Inflation is also a concern to investors and the economy, and could result in a bear market if it continues to run rampant. ...
Inflation is persisting, with the Fed having made clear plans to dial back monetary policy to deal with it. While the language of it being transient is being retired, we continue to believe that this is a supply side problem that hasn't been given a chance to resolve itself. Short...
The bear market's onset will be dependent on inflation, which is related on one hand to geopolitical factors in the immediate future, but also to assumptions about the economy. We think that the potential Russian invasion of Ukraine could cause a bear market on the basis that it would...
Issues with Russia at the Ukraine border are putting European defense stocks in a good position. We have a position in Dassault based on value, but BAE might be even better positioned overall. Besides the fact that the Typhoon is a good exposure, actually maybe even more pan-Europ...
The stock market correction is coming from real uncertainties in the market, that is the Ukraine invasion, which will have serious ripple effects on the global economy. Commodities could fly, together with logistics, which are already costing a lot, which are all already being pushed ...
Disappointment on the Millennium is an important development in the Embraer defense story, reflecting the inherent risks in contracting with governments like Brazil. Embraer's focus on the light cabin jet in executive aviation poises it well for growth with exposure to one of the most...
We continue to follow the business and general aviation market carefully because of our Dassault Aviation investment, which we believe to be a far superior investment. Bombardier is one of the largest private jet companies in market share, and this is thanks to its great catalogue of ...
Dassault Aviation (OTCPK:DUAVF) rises as much as 10% in Europe after France announced the sale of 80 of the company's Rafale fighter jets to the United Arab Emirates, the largest-ever international order for the warplanes. The UAE also agrees to buy 12 Airbus (OTCPK:EADSF, OTCPK:EADSY) Caraca...
BAE and Dassault are often categorised together due to the similarities between the Typhoon and the Rafale. Similarly, as far as aircraft go, both BAE and Dassault are prepping a 6th gen fighter meant for European forces, each working with a different set of partners. Despite Brex...
Embraer produces executive jets, military aircraft and regional jets not exceeding 150 seats. While a more pronounced focus on executive jets would have left the company better positioned, regional jets will still fare much better than larger commercial jets. Medium-cabit executiv...