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Carlsquare weekly market letter: Weight loss, defence and emerging markets in focus
2024-02-28 08:25:00

With the S&P 500 at its peak, the union of the Magnificent Seven has broken down. As a result, people are looking for alternatives. What can be the next leg of this equity rally?

Emerging markets, commodities, life sciences and defence are candidates. Also a new acronyms is getting popular as “The Fantastic 4” and “The Granolas”!?

Read the weekly market letter here

About Carlsquare

Carlsquare is a global research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team has extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. Read more

Contact
MARKUS AUGUSTSSON
Head of Equity Research
markus.augustsson@carlsquare.com
+46 (0)76 235 03 20

Contacts

MARKUS AUGUSTSSON
Head of Equity Research
markus.augustsson@carlsquare.com
+46 (0)76 235 03 20
 
NIKLAS ELMHAMMER
Senior Equity Analyst
niklas.elmhammer@carlsquare.com
+46 (0)70 898 39 59

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Carlsquare weekly market letter: Weight loss, defence and emerging markets in focus

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