Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
8 entries · October 3, 2014 to October 24, 2014
October 24, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access this week’s update on global financial conditions, fixed income markets, world equities, economic data, major currencies, and commodities. Feel free to contact us with any questions or requests. Best Regards, James disclosure: The…
October 21, 2014 · by Brad J · Filed under Highlights
For some time, one of our stronger themes has been to buy Japanese stocks with the yen hedged. An update on this topic seems warranted at this time. Measured to mid-October of this year, a fairly large range of returns…
October 17, 2014 · by James C · Filed under Weekly Chart Book
Europe is leading a worldwide rout of equities. While a myriad of headlines have contributed to the gloom, negative investor sentiment began to surge in earnest on October 2nd, when European Central Bank President Mario Draghi stopped short of quantifying…
October 14, 2014 · by David G · Filed under News and Events
In this video, David Garff discusses the following: -Notable changes to the country rankings in Q3 -Key country risks -Talking to clients about investing internationally -Q4 developments to watch out for If you have any questions for Dave as we…
October 14, 2014 · by David A · Filed under Monthly Portfolio Notes
In October, value countries have continued to underperform the market and have been a significant drag on country selection. Meanwhile, Latin America took a huge step back as Brazil was down -19.22% on the month, showing a significant turn in…
October 10, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access this week’s update on global financial conditions, fixed income markets, world equities, economic data, major currencies, and commodities. Feel free to contact us with any questions or requests. Best Regards, James disclosure: The…
October 6, 2014 · by James C · Filed under Investing Ideas
Recent US Dollar Strength The last six months have seen impressive gains for the US Dollar versus the Yen, Euro, Emerging Market currencies, and commodities. USD strength is likely to persist; however, we expect that it will proceed at a…
October 3, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access this week’s update on global financial conditions, fixed income markets, world equities, economic data, major currencies, and commodities. Feel free to contact us with any questions or requests. Best Regards, James disclosure: The…