Investment Decision Tools for Portfolio Management
The Investment Strategy Network (ISN) web product is an investment tool designed to assist in the decision-making process of both private and institutional investors.
World Market Fair Value Report – USA
All market capitalization classifications are within 10 percentage points of fair value (100.0% Fv). Large Cap is demonstrating the highest expectations at 106.3% Fv followed by Mid Cap at 99.1% Fv. There is less enthusiasm in Small Cap stocks where market prices are lower than valuations by 10 percentage points at 90.0% Fv. See the full report with complete U.S. market coverage at: Client Service > World Markets > Americas > USA Stock Fair Value Report
Asset Allocation – USA View – 2020
Revised asset allocation management objectives can improve outcomes by revising the objectives of the portfolio to match the client view. Rather than a 2-dimensional income versus growth view, we believe the difference should be defined by adding a third dimension, stability. See the full report with tables at: Client Service > Asset Allocation > Americas > USA Asset Allocation
ISN Coffee House – BREXIT
The UK has been a less than enthusiastic member of the European Union for many years with problems blamed upon Brussels for a variety of situations only sometimes fair.
World Markets Stock Consideration Report – USA- 2019 September – revised
If the Fed has lost control of interest rates and the market is destined to spiral in, you could not tell it by market expectations that are reflected in a stocks position to fair value. Right now, the market is well within fair value.
World Market Fair Value Report – USA – 2019 September
The American market is positioned nicely within Total market fair value at 104.9% Fv indicating higher expectations from the market with an increase of 2.2 points. Only one sub-sector has reached a Cautionary level in valuation and it is Large Cap Consumer Discretionary