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
S&P 500 Catholic Values Strategy
S&P 500 Catholic Values Strategy Q1 2022 | March 31, 2022Annualized Returns (%) QTDYTD1 Year3 Years5 Years 7 Years10 YearsSince Inception1 Gross of fees-------3.28 Net of fees-------3.27 Benchmark2-------3.71 1 Inception Date: February 28, 2022 2 Benchmark: S&P 500...
2020 Outlook for Emerging and Frontier Markets
While the U.S. continued its decade-long run, surging ahead another +31% in 2019 to lead all major developed markets (except Switzerland, +32.5%), three emerging markets did even better last year. Taiwan gained +36% as investors reevaluated the “moat” of its market champion, …
MARKET OUTLOOK Q1 2020: Saved by Jerome: A Second Wind for the Late Cycle Rally
During the second half of 2019, the late cycle bull market for financial risk assets sprinted to the finish line despite lackluster global growth. Global markets ended the year on a bullish note, with the U.S. S&P 500 climbing to another record close.
Q4 2019 Market Outlook
In the third quarter, both of the leading anglo-liberal democracies lurched towards the political abyss and even potential constitutional crises, while global growth continued to decelerate on the back of trade policy …
Q3 Market Outlook: A Late 2019 Performance Pivot to Non-US Markets?
Despite a rocky mid-point, precipitated by the infamous "tweet heard around the world" on May 5th, when President Trump once again pivoted to a more bellicose stance in the trade war with China, global equities eked out a solid gain of 3.6% during 02. Coincidentally,...
MARKET OUTLOOK Q2 2019 – Late Cycle Rally on Borrowed Time
Although global growth declined in Q1, as anticipated in our Q1 2019 Outlook, risk assets continued their December 2018 romp as a result of an apparent de-escalation of U.S.-Sino trade tensions and a decidedly dovish pivot by G10 Central banks (See Table One). Some US...
Market Insights Alert
Papers: FIS Group Proprietary Research
Allocators Are Derisking
Global institutional investors are selling public equities in favor of so-called safety assets, such as bonds and real assets. This rebalancing activity is driven by signs of an aging economic cycle and bull market (U.S. and Canadian investors) as well as elevating...
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...
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...
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.
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...
Videos And Webinars
Market Outlook and Research Webinars
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