The current geopolitical risk in the Middle East puts even more into focus commodity price trends and their effect on equity markets. When commodity prices are trending higher, do commodity exporting markets do better and commodity importing do worse??And vice versa. When commodity prices are trending lower, do commodity exporting markets do worse and commodity importing markets do better. In other words, can the trend of export prices relative to import prices be useful in allocating the equity markets? Read the article to find out. This article is intended for institutional investors only.?
Heckman Global
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A Disciplined Approach to Global Equity Allocation Research
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Heckman Global, a division of DCM Advisors, LLC, is a research firm which provides investors with global equity allocation advice and consulting. HGA's focus is on a disciplined, model-based approach to allocation at the country, region, sector, and industry levels.
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https://www.heckmanglobal.com
Heckman Global的外部链接
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- 2003
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- Asset Allocation、Emerging Markets、Developed Markets和Global Equity Research
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The current geopolitical risk in the Middle East puts even more into focus commodity price trends and their effect on equity markets. When commodity prices are trending higher, do commodity exporting markets do better and commodity importing do worse??And vice versa. When commodity prices are trending lower, do commodity exporting markets do worse and commodity importing markets do better. In other words, can the trend of export prices relative to import prices be useful in allocating the equity markets? Read the article to find out. This article is intended for institutional investors only.?
Commodity Price Trends and Equity Market Returns 1
Heckman Global，发布于领英
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It is commonly presented in the media that the higher the GDP growth means the market will have higher performance.?? ? In this article, we test this commonly held view using the Heckman Global Allocation Model. ? Read the full insight below
Do Markets with Higher GDP Growth Forecasts Have Higher Returns?
Heckman Global，发布于领英
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There has been a lot of discussion on the strength of the U.S. dollar over the past several years and its relationship with rising interest rates.?The common belief is that when interest rates in the U.S.?rise, the dollar will strengthen. What is the relationship between dollar strength and monetary policy? Read the full insight below
Dollar Strength and Monetary Policy
Heckman Global，发布于领英