Research and Commentary
FIS Group Archive | A Clear PerspectiveAbout Global Market Outlook Reports
About Global Market Outlook Reports
Our CIO, Tina Byles Williams, publishes our market outlook on a quarterly basis, based on research that examines market conditions over a three- to six-month period. These quarterly analyses serve as key inputs to our fund construction process, which incorporates strategic tilts to the market segments we believe will outperform over a six- to 12-month time frame. For global equity portfolios, these tilts incorporate regional, sector, and capitalization strata as well as investment process and style factors. For U.S. equity portfolios, tilts include sector, capitalization strata, investment process, and/or style factors.
Our objective is to construct a portfolio of “best in class” investments with weightings consistent with our overall investment strategy.
FIS Group Global Market Outlook Reports
Q4 2017 Market Outlook
Market Outlook Our Q4 Market Outlook includes: A recap of Q3 global equity markets, and why we think the "Goldilocks" environment will continue to fuel pricing into mid-2018 The key risks to the global bull market going into 2018 that we think call for...
Q3 2017: Full Steam Ahead
Market Outlook | Papers Article Summary As global equity markets continue their rise, here is our Q3 Market Outlook report "Full Steam Ahead". This issue includes: The Q2 global equity market recap FIS Group's global country and sector positioning for Q3,...
Q2 2017: Reality “Trumps” the Reflation Trade
Market Outlook Article Summary Our 2Q Market Outlook "Reality "Trumps" the Reflation Trade," evaluates the recent retreat in risk assets, trends in global equities, the impact of a strong U.S. dollar, and continued political uncertainty under the Trump Administration....
Big Winners in the Neglected Frontier Universe
Our Q1 2017 Global Market Outlook, Who Knows? Navigating the Known Knowns and Underappreciated Knowns In Current Market Consensus, examines vulnerabilities in the bullish consensus narrative underpinning global equity markets. The key vulnerabilities discussed are U.S. dollar appreciation, elevated U.S. Small Cap valuations, questionable assumptions behind the bullish narrative on EM equities, as well as gathering geopolitical risks.
Q1 2017: Who Knows? Navigating the Known Knowns and Underappreciated Knowns In Current Market Consensus
Our Q1 2017 Global Market Outlook, Who Knows? Navigating the Known Knowns and Underappreciated Knowns In Current Market Consensus, examines vulnerabilities in the bullish consensus narrative underpinning global equity markets. The key vulnerabilities discussed are U.S. dollar appreciation, elevated U.S. Small Cap valuations, questionable assumptions behind the bullish narrative on EM equities, as well as gathering geopolitical risks.
Goldilocks is On life Support: Gathering Policy Headwinds and Monetary Policy Exhaustion
Our outlook looks at global equity markets, earnings, emerging markets, and currencies through the end of the year in the face of another interest rate hike in December and impending political events in the U.S. and Europe. We also evaluate the longer term macroeconomic and investment strategy implications of impending monetary policy exhaustion and resurgent populism in a piece entitled: Goldilocks is on Life Support: Investment Strategy in Light of Monetary Policy Exhaustion and Resurgent Populism
Market Insights Alert
Papers: FIS Group Proprietary Research
Performance Drivers For Emerging Managers
The purpose of this study is to determine whether there are significant relationships between asset levels that traditionally determine a manager’s status as emerging and various measurements of risk-adjusted return. Those measurements include the Information Ratio, Sharpe Ratio and Sortino Ratio. Additionally, the study attempts to evaluate the impact of certain salient characteristics of the firm universe, such as portfolio concentration (as measured by average number of portfolio securities), degree of trading activity (as measured by portfolio turnover) and number of research analysts and portfolio managers.
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