We just published the latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service.
The monthly Market Cycle Guidebook is designed to be a practical & tactical asset allocation guidebook for global multi-asset investors.
It focuses on illuminating the key drivers of risk and return across a global multi-asset universe, with the intention of generating actionable conclusions and meaningful insights for medium-term active asset allocation decisions.
Key features of the Market Cycle Guidebook: -Front page snapshot summary on the global economic cycle, monetary policy, and valuations -Market performance snapshot & commentary /highlights -Summary views across asset classes (short and medium term); basically an "AA cheat sheet"
-TAA/DAA guide visually mapping those views -Monthly updated Capital Market Assumptions -And of course, over 70 charts illuminating the key medium-term drivers of risk and return across a global multi-asset universe
-Australia/New Zealand appendix (since we're down this part of the world!)
>> Some of the key takeaways from the latest edition:
-The global growth outlook has become murkier
--on the one hand stimulus/reopening driven recovery is in play
---perhaps boosted by an investment boom, clearing backlogs, normalization
--but numerous tailwinds are rapidly turning to headwinds
---inflation risks are skewed to the upside
---geopolitical risk will weigh on confidence at a minimum
-Thus we are faced with the prospect of weaker growth and higher inflation
-Unwind overweight growth assets vs defensive assets
--still favor commodities, rotation (value vs growth, defensives)
---increasingly focused on short-term risk signals and cycle map
--paying closer attention to old reliable signposts for the macro/market cycle
--short-term focused on the risk outlook in EM, bonds, and US equities
---mindful that technicals have significantly deteriorated
----keeping risk management front and center in the immediate term
-generally moving more defensive
The report is designed for active asset allocators, and professional investors who require top-down input in their investment process. If you are interested in learning more about this report and our services, I suggest you get set up for a trial today.
Alternatively, we provide a summary version of the report in our new Entry-Level Service.
If you have any other questions or requests, just get in contact.
Best regards,
Callum Thomas
Head of Research and Founder
>> To request a copy of the report, subscribe, or take a trial, please fill in the form here.
About the Service:
Our institutional service caters to multi-asset portfolio managers and investment professionals. The service comprises a set of reports (2 weekly, 1 monthly, 1 quarterly) and personalized service to help make the portfolio managers' job easier. With the service we deliver a flow of investment ideas, risk management input, and meaningful macro insights.
Our Head of Research and founder spent his career on the buy-side, and our reports reflect that perspective with a clear "so what?" focus rather than research for research sake. The reports are punchy and chart/fact focused, and are easy to read both in terms of speed and understanding: so clients often end up saving time and getting better insights. So if you're looking for a dedicated and specialist service to help you deliver excellent returns for your clients, give us a try.
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