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Global Asset Allocation research

Our Investment Recommendations cover Strategic and Tactical Asset Allocation

Tactical Equity Asset Allocation

Our Tactical Equity Asset Allocation is an explicit recommendation on the outlook for the S&P500 Index on a one to six month horizon. The recommendation is based on our suite of medium-term quantiative risk appetite models and our analysis of the global economic cycle. When markets move rapidly we publish Longview Alerts to supplement the view expressed in the recommendation. The performance of the recommendations is measured and published.

Full Details of the Tactical Equity Asset Allocation Report

Quarterly Asset Allocation

Our Quarterly Global Asset Allocation makes an explicit six month to two year recommendation on major global assets, including: equities; sovereign and corporate bonds (both high yield & investment grade); commodities; and cash.The recommendation is based on our analysis of global macroeconomic trends, macro themes, economic strengths & weakneses, and our deep relative valuation analysis. The recommendations are broken down by both asset class & geography, ensuring ease of use and transferrability to investors' portfolios. 
Full Details of the Quarterly Asset Allocation Report