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.
FIS Group Recognized as Top Guns Manager by Informa Investment Solutions
Press Release Media Contact: Name: Siaolan Albigese Firm: FIS Group Email info@fisgroup.com (215) 567-1100 FIS Group Recognized as Top Guns Manager by Informa Investment Solutions Philadelphia, PA, March 2017 – FIS Group today announced that it has been recognized...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.
I’m Mad as Hell and I’m Not Going to Take This Anymore – The Revenge of the Precariat Part Two
Donald Trump’s unexpected victory in the U.S. presidential elections was another resounding expression of the phenomenon which we described as The Revenge of the Precariat over Davos Man in our July post Brexit commentary.
Momentum: Beware of the Double-Edged Sword
This paper analyzes situations where momentum can be either a significant tailwind or exacerbate risks and undermine portfolio diversification. The Special Report looks at historical data and focuses on four key points.
Market Insights Roundtable – 4th Quarter 2016-20161021 1800-1
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Duration: 57 minutes
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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
Fis Group Celebrates 20Th Anniversary Of Creating Entrepreneurial Opportunity And Investment Success
PHILADELPHIA, PA, August 17, 2016 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, is celebrating its 20th anniversary of working alongside institutional investors across the nation, helping entrepreneurial asset management firms advance, and serving the Philadelphia community.
If You Believe In Falling Basic Health Care Costs Go Long…Yemen?!?
At our just concluded 20th anniversary FIS investment conference in Philadelphia, we were privileged to have a guest speaker Professor Vivek Wadhwa. Prof. Wadhwa is an entrepreneur, author, and researcher at Carnegie Mellon University focused on the implications of...Fis Group Q3 2016 Outlook: The Revenge Of The Precariat Over Davos Man
PHILADELPHIA, PA, July 20, 2016 – FIS Group, a manager of U.S. and global developed, emerging and frontier markets equity portfolio strategies, today issued its Q3 2016 Market Outlook. The outlook looks at the risks the vote poses to political stability in Europe, the surging yen in Japan, fading fears of an imminent U.S. recession, and the results of a modest safe haven rise in the U.S. dollar for emerging markets.
The Revenge Of The Precariat Over Davos Man
The turmoil that erupted after the June 23rd Brexit referendum has purportedly prompted many people who voted “Leave” to rethink their decision. New PM Theresa May has stated that “Brexit means Brexit,” dimming hopes that the referendum’s results would be reversed; but also inferring that Article 50 will not be invoked until next year. May has also appointed a number of prominent Brexit supporters to her cabinet,
with David Davis heading the new “Brexit Ministry” and Boris Johnson installed as the Foreign Secretary. These pronouncements and appointments could indicate that she has succumbed to Brexit (despite her earlier opposition) or it could be a shrewd political strategy to allow its economic and political consequences to hit home with voters and force her former rivals to “own” the fallout if and when the public turns on Brexit and its proponents. If future opinion polls show that a decisive plurality of UK voters favor remaining in the EU, this would give the British government the excuse necessary to call for a second plebiscite.
Beyond Brexit
Last night’s Brexit vote reiterated just how out of touch financial and political elites in the UK are with the mass population. Fears of similar class polarization now cast their gaze on the recent rise of similar isolationist political movements elsewhere in Europe...FIS Group 2Q 2016 Market Outlook Webinar-20160428 1759-1
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Duration: 43 minutes
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