Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
3 entries · June 12, 2013 to June 14, 2013
June 14, 2013
1. Global Financial Conditions Global Financial Conditions have deteriorated over this month; Macro Risk and Investor Stress is increasing The S&P 500 has tested and held near-term support at the 50 day moving average With global economic growth still rather…
June 12, 2013
Over the last week we have received a fair amount of interest concerning our view of Turkey’s stock market, given their current political unrest. To address some of the concerns in that market, our portfolio management team has put together…
June 12, 2013
Japan & Turkey remain at the top of our model while Germany ranks 3rd. The United States & Thailand are 4th & 5th again respectively with South Korea moving into the June model. Global Landscape The United States continues to…