Thank you for your interest in our market research! See the signals behind our model portfolios:
Biweekly – Market Insight Report
The report presents high-quality data science in an easy-to-read, graphical format. This is the research data that informs our model portfolios and tactical asset allocations. Scope includes:
- Earnings Projections – Delivery of net income projections by company 3 to 12 months forward. The bottom-up report details the evolving nature of short-term business trends, earnings growth rates and revisions for 505 companies, 63 sub-sector industries, 11 market sectors, and the S&P500 index.
- Value Metrics – Value metrics are constructed using company earnings estimates. Relative value is defined at the company, industry and sector level.
- Return Momentum – Return momentum defines performance versus index and is used to rank the returns of listed companies and exchange traded portfolios by industry and sector.
Monthly – Market Benchmark Report
A comprehensive performance comparison across major asset groups and classes. The graphical report provides benchmark return data to help investors to quickly assess the performance of their investment portfolios.
Ready to try our research content? Please take a moment to provide us with your subscription details below.