May 24, 2020

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts...

May 22, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of our institutional research service) >> To receive a copy just click through to contact us or request a trial.

This week we...

May 20, 2020

In this video I take you through a presentation called Making Sense of Macro (when nothing seems to make sense).  It provides a good overview of some of the key issues on the global macroeconomic outlook and implications for multi-asset investing.

The presentation was o...

May 20, 2020

In this video I take you through our monthly Market Cycle Guidebook report. 

The monthly Market Cycle Guidebook is designed to be a key resource for global multi-asset investors. It focuses on illuminating the key drivers of risk and return across a global multi-asset u...

How quickly things change. REITs are traditionally seen as a way to get into real estate, though still featuring risky equity-like characteristcs. After all, REIT ETFs plunged 70-80% during the Great Financial Crisis. Massive rallies took place in the early-mid 2000s a...

May 17, 2020

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts...

May 15, 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of our institutional research service) >> To receive a copy just click through to contact us or request a trial.

This week we...

May 14, 2020

It can be risky to talk about or even spend any time on this sort of thing because so many times they are just meaningless babble that no one cares about and no one ever even reads or reviews. 

“Vision and Mission” are up there when it comes to corporate fluff talk.

But...

Stocks have been on fire from the March 23 low, climbing 30%+ and seemingly defying most fundamental logic. There have been minor pullbacks along the way, but for the most part it has been among the sharpest snapbacks the market has ever experienced. For perspective ba...

May 12, 2020

The forward PE ratio is broken.  It has the rona.  Stop using it.

And the PEG ratio is worse than broken, it never worked in the first place.

As an investment research professional I spend much of my time working on analytical tools and frameworks to help understand...

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