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…
Issue attachment (not archived)Charts to Watch – Global Market Update – October 23 2015charts-to-watch-global-market-update-october-23-2015.pdf
September Comments The allocations to Euro hedged Germany (DBGR) and Yen hedged Japan (DBJP) have provided the biggest positive impact on returns. India is the only emerging country in our model which has outperformed the ACWI YTD. Only 3 of…
Issue attachment (not archived)COPY Country Portfolio Notes Ocopy-country-portfolio-notes-october-2015.pdf