Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
3 entries · June 15, 2015 to June 26, 2015
June 26, 2015 · by James C · Filed under Charts to Watch
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…
June 26, 2015 · by James C · Filed under Investing Ideas
The recent inflection point in Chinese equities provides us with an opportunity to re-evaluate the investment thesis on China. Entering June, China was the #1 overall ranked country in the Accuvest Global Core Equity universe. China has been ranked #1…
June 15, 2015 · by David A · Filed under Portfolio Notes
May Comments The MSCI ACWI was down -0.13% in May and is now up 5.14% on the year. On the year international markets are still outperforming the US by 3.61% Hedging currency exposures was key in May, as it added…