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November 16, 2019

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever I talk about global ex-US equities I tend to get significant push-back. 

For example, many will say that it's not worth going outsid...

May 17, 2018

At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my 2017 End of Year Special Edition and at the time attracted a lot of interest.  So I thought it would be a good idea to do an almost hal...

April 18, 2018

This article looks at a couple of key trends in asset allocation.  We look at the evolution of investor portfolio allocations to stocks, bonds, and cash both across time, and more recently.  Importantly, we look at how it ties into the valuation picture against the bac...

March 13, 2018

In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic confidence reaching almost record highs, the Energy Sector at a cyclical/structural low point in the S&P500, the astonishing performan...

March 1, 2018

In this video we talk through the global monetary policy outlook and how it ties in with asset allocation.  Monetary policy has been a major force, perhaps more than ever, over the past decade in driving asset prices across markets and regions, so it's a key topic for...

January 23, 2018

In this video we talk through a set of slides presenting a top-down perspective on Active Asset Allocation in 2018. In the first part of the presentation the topic is "Macro Strategy" and the key areas of focus are the outlook for global growth and inflation, the impac...

January 22, 2018

Following on from the popular "Top 10 PE10 Part 2" post, there were a few questions from readers about where various other countries sit in the rankings.  So here is a follow-up post, the PE10 part 3!  As requested, first up is table showing the rankings for 45 countri...

January 19, 2018

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.

To read more and see the charts just get in touch! (see link below, or subscribe link above)

 

1. US Cyclicals vs Defensives:  We look at the key charts and in...

January 16, 2018

Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared back in August last year.  Briefly on methodology, the PE10 is a stock market valuation metric which compares the stock index to the a...

January 12, 2018

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.

To read more and see the charts just get in touch! (see link below, or subscribe link above)

 

1. Data Review:  We take a look at our key macro indicators acro...

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