Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
5 entries · February 12, 2014 to February 28, 2014
February 28, 2014 · by James C
Please use the link below to access this week’s Chartbook. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for…
February 21, 2014 · by James C
The S&P 500, MSCI EAFE, and MSCI ACWI all remain below 2013 highs and closed this week failing at said resistance. The Dow Jones Industrials, Transports, Financials, and Emerging Markets have lagged and are well below 2013 closing levels. Relative…
February 21, 2014 · by David G
Today I am excited to offer my latest whitepaper, “Multi-Style Global Equity Investing: A Study on Combining Fundamentals, Momentum, Risk and Valuation for Improved Performance“. This is the first paper of its kind to look at the performance of a…
February 14, 2014 · by James C
Please use the link below to access this week’s Chartbook. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for…
February 12, 2014 · by David A
Going into February, countries with accelerating momentum and quality fundamentals continued to struggle. Some of the best performers from 2013, including the US, Japan, and Belgium all had negative months. In our Country Ranking Model, Brazil continued to drop. Since…