MCM
Global Equity Research
We examine companies across national boundaries and compare the drivers of their long-term development.
MORGANS CAPITAL MANAGEMENT
An international reference for global equities.
Research on the United States complements our European perspective.
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Business models and international competitors.
US companies provide useful comparisons for European industries and business models. We examine earnings sources, capital allocation, scalability and international market positioning.
Differences in growth and valuation are interpreted in relation to underlying economic characteristics.
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Economic connections.
Demand, financing costs and currency developments in the United States can also matter for European businesses. The key consideration is a company’s actual economic exposure.
Our perspective connects company analysis with cross-border relationships.
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