July 27, 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. Global Trade & Earnings:  We check out the very latest da...

July 24, 2018

Global REITs were one of the key casualties of the initial leg of the global equity market correction this year (i.e. the part which was driven by spiking bond yields).  The charts below provide a survey of some of the major global REIT markets, and come from the new w...

June 19, 2018

This chart comes from the latest Monthly Chartpack, which I just sent out to clients.  It shows Chinese property price growth through May against our composite leading indicator.  The composite leading indicator incorporates money supply growth, government bond yields,...

May 23, 2018

I wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group.  Firstly - the "SCANNZ Economies" stands for Sweden, Canada, Australia, Norway, and New Zealand.  Think of it as another kind of fragile 5...

April 30, 2018

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous GICS system.  The previous change was implemented in September 2016 and saw the new Real Estate sector split out...

April 27, 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. Global Cycle:  The solid global trade data is one reason...

April 20, 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. Yield Curves: We bring some much needed perspective to t...

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...

April 17, 2018

You've probably heard of the "BRIC Economies" - the kings of the new paradigm in emerging markets, and no doubt are sick of hearing about the "PIIGS Economies" - the Eurozone crisis culprits, but have you heard of the "SCANNZ Economies"?  This grouping of: Sweden, Cana...

April 6, 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. Global PMIs:  The global PMIs have predictably softened,...

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