Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
4 entries · November 10, 2014 to November 21, 2014
November 21, 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…
November 14, 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…
November 12, 2014 · by David A · Filed under Monthly Portfolio Notes
Notable Moves to the Upside… China… moved back to the top of the rankings after showing improving risk and valuation. They are now the cheapest country in the model. China has a forward P/E of 8.8 and a Growth to…
November 10, 2014 · by James C · Filed under Big Picture View
The October 31st announcements from the Bank of Japan, and the resulting moves in the Yen and Japanese equities, reemphasize the impact that central banks and monetary policy can have on markets and portfolios. When central banks are involved in…