Profiting from MSCI Reclassifications: Oases of Alpha or Mirages in the Desert?
FORESIGHT | FIS VIEWS This month’s Foresights report, ” Profiting from MSCI Reclassifications: Oases of Alpha or Mirages in the Desert?”, is our critique of the CFA’s Institute’s Financial Analyst Journal article, “Investing in the...FIS Group Issues 2018 Frontier Markets Outlook
Press Release PHILADELPHIA, PA, January 30, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its 2018 Frontier Markets Outlook, which provides predictions for frontier markets in the year...
2018 Outlook for Frontier Markets
The 2018 frontier markets outlook provides predictions for frontier markets in the year ahead, including Argentina, Vietnam, frontier Europe, the Middle East and sub-Saharan Africa. Frontier markets surged in 2017, mostly driven by a PE re-rating in the market.We...Video | 2018 Q1 Market Outlook
Video and Webinar | Outlook https://xponance.com/wp-content/uploads/2018/01/FIS-Group-2018-Q1-Market-Outlook-LQ.mp4 ...FIS Group Q1 2018 Outlook: Goldilocks need not fear the bear in 2018
Press Release PHILADELPHIA, PA, January 12, 2018 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its latest Q1 2018 Market Outlook, ‘Goldilocks need not fear the bear in 2018… but her respite...Q1 2018 Market Outlook
Market Outlook As we turn the page to 2018, there are a few obvious clouds on the horizon for the world economy; however, we expect 2018 to be a transition year. Stretched valuations and extremely low volatility imply that risk assets are vulnerable to the consensus...Chinese Tech Stocks – Is the Party Over?
FORESIGHT | FIS VIEWS ‘Chinese Tech Stocks – Is the Party Over?’ discusses whether the boom in Chinese tech stocks will last. In 2017, Chinese tech stocks soared, essentially doubling in value during the year and outperforming the MSCI Emerging Markets (EM) Index by...FIS Group Named Top Guns Manager by Informa Investment Solutions for the Fourth Straight Quarter
Press Release FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN, the longest running investment...Market Insights Alert: MiFID II: Another Well-Intentioned Regulation That Could Undermine Investment Boutiques
Press Release Boutique and smaller investment managers will bear the brunt of regulatory costs PHILADELPHIA, PA, November 21, 2017 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its latest...
MiFID II: Another Well Intentioned Regulation that Could Undermine Investment Boutiques
FIS Group has focused on sourcing and evaluating small boutique managers, including minority and women-owned firms, for over 21 years. Our research product includes monitoring the industry environment, and how it impacts these firms. The Markets in Financial...FIS Group: ForesIghtS Beyond the “Mirage” to a Predictive Investment Manager Ranking System
Press Release FIS Group uses quantitative screening method to more accurately predict top quintile managers PHILADELPHIA, PA, November 15, 2017 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today...Beyond the “Mirage” to a Predictive Investment Manager Ranking System
FORESIGHT | FIS VIEWS I beg your pardon, I never promised you a rose garden…” — chorus from Lynn Anderson’s 1970 chart-topping country hit We thought we’d use the latest FIS Foresights to introduce our findings from a 5-year research effort to evaluate the...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...Macroeconomic Growth Drivers Through a Demographic Lens
FORESIGHT | FIS VIEWS In this issue, we discuss what may be the key to predicting the future of the world’s developed and developing economies: the intersection of demographics and technology. We hope our commentary will ignite further conversation around how some...
Whither the GEM manager?
The global integration of Chinese equity markets portend a significant structural transformation in the way allocators and managers approach global emerging markets investing over the next five years. In this next Market Insight Alert, we look at: The future...Mr. Spock, Don Draper and The Undoing Project – Lessons for Investment Managers and Asset Allocators
FORESIGHT | FIS VIEWS In the August Foresights, we use Michael Lewis’ latest book, The Undoing Project, as a launching pad to review the evolution of Behavioral Economics and Investing. This piece discusses 4 classic behavioral biases and how they evade detection....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...Harambee Charter School Visit
FIS Group Hosts Students from the Harambee Institute of Science Technology Charter School FIS Group, through its Financial Literacy Program hosted a group of twenty high school students from the Harambee Institute of Science & Technology Charter School on June 6,...A World without America?
FORESIGHT | FIS VIEWS We are pleased to present the next ForeSights, A World Without America?, which uses a historical framework to evaluate the impact of a more insular, America First foreign policy. The investment implications of this journey will profoundly affect...Irrational Exuberance Versus Stocks for the Long Run
FORESIGHT | FIS VIEWS Good investors put a lot of thought into their decisions as investment management is a cerebral endeavor. They think not just about specific trades or positions, but about the markets at large and the world in which they reside. As an investment...FIS Group Recognized as Top Guns Manager by Informa Investment Solutions for the Second Straight Quarter
Press Release PHILADELPHIA, PA, May 22, 2017 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today announced that it has been recognized with Top Guns status by Informa Investment Solutions’ PSN...Video | Reality “Trumps” the Reflation Trade
Video and Webinar | Outlook Our Q2 Market Outlook 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. Key points include: Policy expectations...FIS Group Q2 2017 Outlook: Reality ‘Trumps’ the Reflation Trade
Press Release Global equities rally supported by strengthening macroeconomic data PHILADELPHIA, PA, April 18, 2017 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its latest Q2 2017 Market...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...Video | Big Winners in the Neglected Frontier Universe
Video And Webinar | Outlook Our 2017 outlook for frontier markets, “Big Winners in the Neglected Frontier Universe”, concludes that frontier markets remain attractively priced, with much lower valuations, relative to developed markets. “We remain...Populism and Interpreting Underappreciated Market Risks
FIS In the News Originally published on March 10, 2017 Click to read the full article – Populism and interpreting underappreciated market risks (A Pensions & Investments subscription is required to view the full article) Populism and interpreting underappreciated...This Time It Really Is Different and Managers Need to Evolve
FIS In the News Originally published on January 26, 2017 Click to read the full article – This Time It Really Is Different and Managers Need to Evolve (A FundFire subscription is required to view the full...FIS Group Named Best Customized Investment Management Firm by Corporate Vision Magazine
FIS Group also recognized for excellence in Emerging Manager Strategies
PHILADELPHIA, PA, March 10, 2017 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today announced that it has been named ‘Best Customized Investment Management Firm 2017 – USA’ and winner of the ‘Award for Excellence in Emerging Manager Strategies – USA’ by Corporate Vision (CV) Magazine, as part of their 2017 Large Business Awards.